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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 | $110,582 | $181,896-39.2% | $156,551-29.4% | $273,972-59.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 2.77% | 30.74%-28.0pp | 32.23%-29.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $6,810 | $6,248+9.0% | $5,501+23.8% | $4,869+39.9% |
| Participant deferral / active EE | $3,432 | $5,550-38.2% | $4,871-29.6% | $5,287-35.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |