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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 | $67,054 | $77,817-13.8% | $123,553-45.7% | $64,173+4.5% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.6pp | 69.6%-1.9pp |
| Annual return | -9.38% | 12.49%-21.9pp | 119.21%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,621 | $3,014+20.1% | $4,628-21.8% | $2,381+52.1% |
| Participant deferral / active EE | $4,045 | $5,240-22.8% | $6,426-37.0% | $3,470+16.6% |
| Admin fee / account holder | $115 | $5,519-97.9% | $9,284-98.8% | $4,887-97.6% |