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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 | $75,698 | $65,361+15.8% | $92,903-18.5% | $72,983+3.7% |
| Participation rate | 60.5% | 68.3%-7.8pp | 76.0%-15.5pp | 69.5%-9.0pp |
| Annual return | 4.36% | 42.11%-37.7pp | 109.43%-105.1pp | 81.01%-76.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,749 | $3,128-44.1% | $4,238-58.7% | $3,608-51.5% |
| Admin fee / account holder | $296 | $4,251-93.0% | $5,795-94.9% | $5,124-94.2% |