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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 | $101,583 | $135,956-25.3% | $123,894-18.0% | $273,972-62.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.41% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,893 | $5,170-24.7% | $4,617-15.7% | $4,869-20.0% |
| Participant deferral / active EE | $3,278 | $6,343-48.3% | $5,984-45.2% | $5,287-38.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |