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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 | $26,491 | $183,592-85.6% | $155,574-83.0% | $145,877-81.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.15% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $2,408 | $5,317-54.7% | $4,676-48.5% | $4,663-48.4% |
| Participant deferral / active EE | $6,681 | $6,466+3.3% | $5,629+18.7% | $6,691-0.1% |
| Admin fee / account holder | $123 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |