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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 | $62,420 | $96,956-35.6% | $69,779-10.5% | $273,972-77.2% |
| Participation rate | 36.8% | 77.1%-40.2pp | 71.8%-35.0pp | 83.0%-46.2pp |
| Annual return | -0.53% | 12.93%-13.5pp | 12.99%-13.5pp | 41.46%-42.0pp |
| Employer contribution / active EE | $2,501 | $3,316-24.6% | $2,338+6.9% | $4,869-48.6% |
| Participant deferral / active EE | $1,263 | $3,744-66.3% | $2,931-56.9% | $5,287-76.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |