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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 | $44,341 | $183,539-75.8% | $155,556-71.5% | $145,897-69.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 0.24% | 61.31%-61.1pp | 64.84%-64.6pp | 552.29%-552.0pp |
| Employer contribution / active EE | $5,067 | $5,315-4.7% | $4,675+8.4% | $4,663+8.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $70 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |