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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 | $69,172 | $232,540-70.3% | $185,117-62.6% | $147,586-53.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 0.77% | 43.03%-42.3pp | 40.50%-39.7pp | 578.59%-577.8pp |
| Employer contribution / active EE | $1,167 | $5,195-77.5% | $4,182-72.1% | $4,876-76.1% |
| Participant deferral / active EE | $10,000 | $5,834+71.4% | $5,045+98.2% | $5,439+83.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |