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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 | $41,319 | $89,532-53.9% | $103,431-60.1% | $80,911-48.9% |
| Participation rate | 48.0% | 76.0%-28.0pp | 80.5%-32.5pp | 67.6%-19.6pp |
| Annual return | 7.04% | 22.80%-15.8pp | 23.92%-16.9pp | 35.63%-28.6pp |
| Employer contribution / active EE | $1,896 | $4,023-52.9% | $4,678-59.5% | $2,756-31.2% |
| Participant deferral / active EE | $7,012 | $5,459+28.4% | $6,625+5.8% | $4,297+63.2% |
| Admin fee / account holder | $0 | $6,774-100.0% | $9,412-100.0% | $6,935-100.0% |