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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 | $67,538 | $183,592-63.2% | $155,574-56.6% | $145,877-53.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.77% | 61.37%-56.6pp | 64.87%-60.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $3,958 | $5,317-25.6% | $4,676-15.4% | $4,663-15.1% |
| Participant deferral / active EE | $7,095 | $6,466+9.7% | $5,629+26.0% | $6,691+6.0% |
| Admin fee / account holder | $114 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |