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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 | $46,235 | $124,425-62.8% | $112,040-58.7% | $137,256-66.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 5.70% | 24.72%-19.0pp | 24.52%-18.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,150 | $3,411-37.0% | $2,954-27.2% | $4,156-48.3% |
| Participant deferral / active EE | $2,150 | $5,718-62.4% | $5,098-57.8% | $6,407-66.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |