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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 | $77,832 | $64,920+19.9% | $103,693-24.9% | $86,983-10.5% |
| Participation rate | 25.6% | 63.6%-38.0pp | 72.6%-47.0pp | 69.5%-43.9pp |
| Annual return | 10.81% | 30.29%-19.5pp | 47.61%-36.8pp | 25.83%-15.0pp |
| Employer contribution / active EE | $181 | $2,141-91.5% | $2,920-93.8% | $2,584-93.0% |
| Participant deferral / active EE | $1,681 | $3,241-48.1% | $4,579-63.3% | $4,194-59.9% |
| Admin fee / account holder | $0 | $6,191-100.0% | $7,858-100.0% | $7,856-100.0% |