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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 | $136,860-66.2% | $120,344-61.6% | $154,746-70.1% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 5.70% | 21.38%-15.7pp | 20.30%-14.6pp | 172.34%-166.6pp |
| Employer contribution / active EE | $2,150 | $3,533-39.1% | $3,020-28.8% | $4,379-50.9% |
| Participant deferral / active EE | $2,150 | $5,793-62.9% | $5,135-58.1% | $6,730-68.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |