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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 | $211,288-71.7% | $178,540-66.5% | $145,884-59.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 3.42% | 30.27%-26.9pp | 27.15%-23.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $2,333 | $4,574-49.0% | $3,953-41.0% | $4,662-50.0% |
| Participant deferral / active EE | $7,667 | $6,967+10.1% | $6,281+22.1% | $6,690+14.6% |
| Admin fee / account holder | $100 | $12,105-99.2% | $10,424-99.0% | $13,392-99.3% |