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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 | $26,599 | $49,239-46.0% | $70,462-62.3% | $79,858-66.7% |
| Participation rate | 45.2% | 69.2%-24.0pp | 75.1%-29.9pp | 69.6%-24.4pp |
| Annual return | 3.38% | 30.08%-26.7pp | 109.08%-105.7pp | 31.72%-28.3pp |
| Employer contribution / active EE | $1,251 | $2,100-40.4% | $2,737-54.3% | $2,471-49.4% |
| Participant deferral / active EE | $2,727 | $2,769-1.5% | $3,710-26.5% | $3,740-27.1% |
| Admin fee / account holder | $212 | $2,876-92.6% | $3,845-94.5% | $5,306-96.0% |