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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 | $63,883 | $53,777+18.8% | $134,155-52.4% | $79,858-20.0% |
| Participation rate | 40.6% | 58.8%-18.1pp | 72.2%-31.6pp | 69.6%-29.0pp |
| Annual return | 3.80% | 19.01%-15.2pp | 36.34%-32.5pp | 31.72%-27.9pp |
| Employer contribution / active EE | $401 | $1,321-69.7% | $3,705-89.2% | $2,471-83.8% |
| Participant deferral / active EE | $1,493 | $2,420-38.3% | $3,500-57.3% | $3,740-60.1% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,685-100.0% | $5,306-100.0% |