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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 | $39,362 | $48,314-18.5% | $67,561-41.7% | $80,925-51.4% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.7%-6.4pp |
| Annual return | 10.14% | 18.28%-8.1pp | 3525.44%-3515.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,380 | $2,022-31.8% | $2,735-49.6% | $2,756-49.9% |
| Participant deferral / active EE | $4,322 | $2,927+47.7% | $4,003+8.0% | $4,299+0.5% |
| Admin fee / account holder | $168 | $3,690-95.5% | $4,006-95.8% | $6,940-97.6% |