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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 | $65,038 | $81,358-20.1% | $155,556-58.2% | $80,959-19.7% |
| Participation rate | 35.0% | 66.3%-31.3pp | 78.2%-43.2pp | 67.7%-32.7pp |
| Annual return | 10.12% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,368 | $3,106-56.0% | $4,675-70.7% | $2,757-50.4% |
| Participant deferral / active EE | $3,171 | $3,455-8.2% | $5,631-43.7% | $4,300-26.3% |
| Admin fee / account holder | $136 | $7,994-98.3% | $15,885-99.1% | $6,925-98.0% |