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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 | $34,537 | $227,566-84.8% | $189,558-81.8% | $167,518-79.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 3.81% | 78.43%-74.6pp | 64.19%-60.4pp | 478.71%-474.9pp |
| Employer contribution / active EE | $1,451 | $5,316-72.7% | $4,412-67.1% | $4,838-70.0% |
| Participant deferral / active EE | $6,500 | $7,002-7.2% | $6,174+5.3% | $6,342+2.5% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |