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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 | $24,831 | $53,128-53.3% | $86,582-71.3% | $70,126-64.6% |
| Participation rate | 51.9% | 65.3%-13.5pp | 73.5%-21.7pp | 69.5%-17.7pp |
| Annual return | 4.69% | 27.66%-23.0pp | 965.08%-960.4pp | 73.15%-68.5pp |
| Employer contribution / active EE | $1,106 | $2,068-46.5% | $2,839-61.0% | $2,343-52.8% |
| Participant deferral / active EE | $1,816 | $2,695-32.6% | $3,609-49.7% | $3,332-45.5% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |