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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 | $40,650 | $135,956-70.1% | $123,894-67.2% | $273,972-85.2% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 0.74% | 56.63%-55.9pp | 47.52%-46.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,657 | $5,170-67.9% | $4,617-64.1% | $4,869-66.0% |
| Participant deferral / active EE | $2,605 | $6,343-58.9% | $5,984-56.5% | $5,287-50.7% |
| Admin fee / account holder | $47 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |