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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 | $81,741 | $215,361-62.0% | $171,082-52.2% | $273,972-70.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -0.27% | 25.14%-25.4pp | 32.56%-32.8pp | 41.46%-41.7pp |
| Employer contribution / active EE | $1,775 | $4,967-64.3% | $4,002-55.6% | $4,869-63.5% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |