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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 | $42,148 | $57,828-27.1% | $117,039-64.0% | $70,126-39.9% |
| Participation rate | 59.3% | 67.1%-7.9pp | 77.2%-17.9pp | 69.5%-10.3pp |
| Annual return | 11.41% | 17.55%-6.1pp | 18.95%-7.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,194 | $2,438+72.1% | $3,929+6.7% | $3,332+25.9% |
| Admin fee / account holder | $101 | $3,548-97.2% | $5,974-98.3% | $4,645-97.8% |