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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 | $36,300 | $77,416-53.1% | $69,464-47.7% | $152,897-76.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 3.60% | 39.08%-35.5pp | 28.98%-25.4pp | 345.43%-341.8pp |
| Employer contribution / active EE | $2,520 | $3,315-24.0% | $2,779-9.3% | $4,764-47.1% |
| Participant deferral / active EE | $2,520 | $4,413-42.9% | $3,536-28.7% | $5,851-56.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |