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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 | $71,272 | $71,878-0.8% | $86,698-17.8% | $68,486+4.1% |
| Participation rate | 47.1% | 72.2%-25.2pp | 76.6%-29.5pp | 67.9%-20.8pp |
| Annual return | -20.83% | 3.53%-24.4pp | 35.95%-56.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,451 | $2,173-33.2% | $2,837-48.9% | $2,597-44.1% |
| Participant deferral / active EE | $3,577 | $3,779-5.3% | $4,656-23.2% | $4,028-11.2% |
| Admin fee / account holder | $110 | $6,113-98.2% | $7,493-98.5% | $5,404-98.0% |