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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 | $64,898 | $103,000-37.0% | $90,300-28.1% | $152,885-57.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 9.04% | 95.19%-86.2pp | 78.11%-69.1pp | 345.39%-336.3pp |
| Employer contribution / active EE | $2,915 | $3,138-7.1% | $2,854+2.1% | $4,763-38.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37 | $6,173-99.4% | $5,353-99.3% | $11,598-99.7% |