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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 | $32,362 | $201,344-83.9% | $184,243-82.4% | $145,877-77.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 0.59% | 29.01%-28.4pp | 28.82%-28.2pp | 551.28%-550.7pp |
| Employer contribution / active EE | $1,537 | $7,022-78.1% | $6,427-76.1% | $4,663-67.0% |
| Participant deferral / active EE | $5,640 | $9,807-42.5% | $9,132-38.2% | $6,691-15.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |