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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 | $49,578 | $96,558-48.7% | $80,977-38.8% | $273,972-81.9% |
| Participation rate | 56.3% | 79.1%-22.8pp | 75.8%-19.6pp | 83.0%-26.8pp |
| Annual return | 1.00% | 15.14%-14.1pp | 17.11%-16.1pp | 41.46%-40.5pp |
| Employer contribution / active EE | $5,063 | $4,869+4.0% | $3,715+36.3% | $4,869+4.0% |
| Participant deferral / active EE | $2,751 | $6,598-58.3% | $5,696-51.7% | $5,287-48.0% |
| Admin fee / account holder | $30 | $7,493-99.6% | $5,517-99.5% | $10,133-99.7% |