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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 | $77,886 | $105,623-26.3% | $87,502-11.0% | $273,972-71.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 0.06% | 12.26%-12.2pp | 12.21%-12.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $2,603 | $3,141-17.1% | $2,550+2.1% | $4,869-46.5% |
| Participant deferral / active EE | $12,000 | $3,601+233.3% | $3,149+281.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |