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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 | $116,611 | $161,352-27.7% | $134,172-13.1% | $137,256-15.0% |
| Participation rate | 54.5% | 78.3%-23.7pp | 72.5%-17.9pp | 80.0%-25.4pp |
| Annual return | 4.73% | 28.72%-24.0pp | 25.30%-20.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $984 | $4,099-76.0% | $3,420-71.2% | $4,156-76.3% |
| Participant deferral / active EE | $5,711 | $5,552+2.9% | $4,690+21.8% | $6,407-10.9% |
| Admin fee / account holder | $206 | $15,028-98.6% | $12,016-98.3% | $12,270-98.3% |