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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 | $39,709 | $45,087-11.9% | $69,483-42.9% | $72,976-45.6% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.6%-14.6pp | 69.5%-9.5pp |
| Annual return | 4.18% | 22.67%-18.5pp | 28.99%-24.8pp | 81.02%-76.8pp |
| Employer contribution / active EE | $1,096 | $2,055-46.7% | $2,780-60.6% | $2,440-55.1% |
| Participant deferral / active EE | $2,163 | $2,603-16.9% | $3,537-38.8% | $3,608-40.0% |
| Admin fee / account holder | $213 | $3,057-93.0% | $3,841-94.4% | $5,124-95.8% |