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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 | $48,226 | $162,812-70.4% | $133,971-64.0% | $158,966-69.7% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 4.14% | 41.94%-37.8pp | 45.09%-41.0pp | 302.95%-298.8pp |
| Employer contribution / active EE | $27,286 | $4,976+448.4% | $3,919+596.3% | $4,762+472.9% |
| Participant deferral / active EE | $2,900 | $5,910-50.9% | $5,047-42.5% | $5,983-51.5% |
| Admin fee / account holder | $239 | $11,741-98.0% | $8,929-97.3% | $11,250-97.9% |