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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 | $52,393 | $98,776-47.0% | $149,745-65.0% | $79,856-34.4% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.5%-21.5pp | 69.6%-8.7pp |
| Annual return | 4.26% | 27.38%-23.1pp | 276.72%-272.5pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,933 | $3,217-39.9% | $4,646-58.4% | $2,471-21.8% |
| Participant deferral / active EE | $2,916 | $5,681-48.7% | $6,843-57.4% | $3,741-22.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |