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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 | $89,515-53.8% | $103,486-60.1% | $80,935-48.9% |
| Participation rate | 48.0% | 76.0%-28.0pp | 80.5%-32.5pp | 67.7%-19.7pp |
| Annual return | 7.04% | 22.82%-15.8pp | 23.93%-16.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,896 | $4,015-52.8% | $4,679-59.5% | $2,757-31.2% |
| Participant deferral / active EE | $7,012 | $5,463+28.4% | $6,628+5.8% | $4,299+63.1% |
| Admin fee / account holder | $0 | $6,527-100.0% | $9,354-100.0% | $6,924-100.0% |