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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 | $90,397 | $135,956-33.5% | $123,894-27.0% | $273,972-67.0% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 0.37% | 56.63%-56.3pp | 47.52%-47.1pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,027 | $5,170-60.8% | $4,617-56.1% | $4,869-58.4% |
| Participant deferral / active EE | $6,998 | $6,343+10.3% | $5,984+16.9% | $5,287+32.4% |
| Admin fee / account holder | $28 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |