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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 | $51,738 | $56,054-7.7% | $171,082-69.8% | $62,881-17.7% |
| Participation rate | 48.6% | 62.9%-14.3pp | 76.7%-28.1pp | 69.3%-20.7pp |
| Annual return | 3.86% | 22.52%-18.7pp | 32.56%-28.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,259 | $1,731-27.3% | $4,002-68.5% | $2,281-44.8% |
| Participant deferral / active EE | $2,526 | $3,158-20.0% | $4,797-47.3% | $3,203-21.1% |
| Admin fee / account holder | $11 | $3,647-99.7% | $8,520-99.9% | $4,296-99.8% |