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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 | $80,585 | $94,766-15.0% | $112,923-28.6% | $139,487-42.2% |
| Participation rate | 60.0% | 81.3%-21.3pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 2.18% | 40.96%-38.8pp | 34.13%-32.0pp | 373.84%-371.7pp |
| Employer contribution / active EE | $3,201 | $4,636-31.0% | $4,570-29.9% | $4,755-32.7% |
| Participant deferral / active EE | $3,201 | $6,523-50.9% | $6,520-50.9% | $6,713-52.3% |
| Admin fee / account holder | $105 | $8,529-98.8% | $7,046-98.5% | $11,407-99.1% |