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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 | $81,575 | $90,486-9.8% | $78,676+3.7% | $273,972-70.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 1.35% | 75.62%-74.3pp | 62.19%-60.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,188 | $3,175-62.6% | $2,850-58.3% | $4,869-75.6% |
| Participant deferral / active EE | $1,188 | $3,901-69.6% | $3,517-66.2% | $5,287-77.5% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |