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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 | $90,419 | $157,296-42.5% | $141,191-36.0% | $152,897-40.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 14.13% | 64.34%-50.2pp | 71.41%-57.3pp | 345.43%-331.3pp |
| Employer contribution / active EE | $1,400 | $5,262-73.4% | $4,736-70.4% | $4,764-70.6% |
| Participant deferral / active EE | $2,694 | $7,111-62.1% | $6,710-59.9% | $5,851-54.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |