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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 | $82,917 | $166,089-50.1% | $164,928-49.7% | $145,978-43.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 3.67% | 100.26%-96.6pp | 70.08%-66.4pp | 550.52%-546.9pp |
| Employer contribution / active EE | $12,644 | $5,276+139.6% | $4,343+191.1% | $4,662+171.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $209 | $16,641-98.7% | $12,684-98.4% | $13,400-98.4% |