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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,343 | $69,248-76.4% | $64,101-74.5% | $139,466-88.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 4.11% | 45.95%-41.8pp | 33.72%-29.6pp | 373.66%-369.6pp |
| Employer contribution / active EE | $2,844 | $3,185-10.7% | $2,749+3.5% | $4,754-40.2% |
| Participant deferral / active EE | $3,521 | $4,682-24.8% | $3,881-9.3% | $6,712-47.5% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |