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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 | $65,511 | $90,486-27.6% | $78,676-16.7% | $273,972-76.1% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 1.58% | 75.62%-74.0pp | 62.19%-60.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,533 | $3,175-51.7% | $2,850-46.2% | $4,869-68.5% |
| Participant deferral / active EE | $3,678 | $3,901-5.7% | $3,517+4.6% | $5,287-30.4% |
| Admin fee / account holder | $155 | $5,263-97.1% | $4,510-96.6% | $10,133-98.5% |