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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 | $59,732 | $211,105-71.7% | $178,449-66.5% | $145,978-59.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 3.42% | 30.19%-26.8pp | 27.09%-23.7pp | 550.52%-547.1pp |
| Employer contribution / active EE | $2,333 | $4,569-48.9% | $3,951-40.9% | $4,662-49.9% |
| Participant deferral / active EE | $7,667 | $6,959+10.2% | $6,277+22.1% | $6,690+14.6% |
| Admin fee / account holder | $100 | $12,017-99.2% | $10,362-99.0% | $13,400-99.3% |