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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 | $57,288 | $148,582-61.4% | $135,942-57.9% | $139,456-58.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 9.38% | 79.26%-69.9pp | 68.28%-58.9pp | 373.45%-364.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,606 | $8,101-6.1% | $7,759-2.0% | $6,711+13.3% |
| Admin fee / account holder | $88 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |