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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 | $18,912 | $175,259-89.2% | $149,723-87.4% | $139,487-86.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 2.03% | 166.82%-164.8pp | 134.50%-132.5pp | 373.84%-371.8pp |
| Employer contribution / active EE | $1,833 | $5,478-66.5% | $4,821-62.0% | $4,755-61.5% |
| Participant deferral / active EE | $3,732 | $6,522-42.8% | $5,682-34.3% | $6,713-44.4% |
| Admin fee / account holder | $296 | $16,158-98.2% | $13,215-97.8% | $11,407-97.4% |