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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 | $81,233-19.9% | $155,567-58.2% | $80,874-19.6% |
| Participation rate | 35.0% | 66.2%-31.2pp | 78.2%-43.2pp | 67.6%-32.6pp |
| Annual return | 10.12% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,368 | $3,101-55.9% | $4,674-70.7% | $2,756-50.3% |
| Participant deferral / active EE | $3,171 | $3,452-8.2% | $5,628-43.7% | $4,297-26.2% |
| Admin fee / account holder | $136 | $7,998-98.3% | $15,916-99.1% | $6,935-98.0% |