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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 | $42,644 | $127,387-66.5% | $115,038-62.9% | $125,389-66.0% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -5.80% | 31.28%-37.1pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $5,806 | $5,166+12.4% | $4,608+26.0% | $4,866+19.3% |
| Participant deferral / active EE | $6,850 | $6,423+6.6% | $6,026+13.7% | $5,352+28.0% |
| Admin fee / account holder | $203 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |