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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 | $71,170 | $156,398-54.5% | $147,318-51.7% | $138,895-48.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 5.23% | 78.75%-73.5pp | 70.43%-65.2pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,925 | $4,853-60.3% | $4,593-58.1% | $4,194-54.1% |
| Participant deferral / active EE | $3,722 | $8,237-54.8% | $7,906-52.9% | $6,396-41.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |