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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 | $103,029 | $215,361-52.2% | $171,082-39.8% | $273,972-62.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | -2.18% | 25.14%-27.3pp | 32.56%-34.7pp | 41.46%-43.6pp |
| Employer contribution / active EE | $1,100 | $4,967-77.9% | $4,002-72.5% | $4,869-77.4% |
| Participant deferral / active EE | $2,630 | $5,543-52.6% | $4,797-45.2% | $5,287-50.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |