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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 | $49,920 | $95,453-47.7% | $112,040-55.4% | $82,448-39.5% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.5%-11.1pp | 68.1%-2.7pp |
| Annual return | 10.00% | 23.92%-13.9pp | 24.52%-14.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,525 | $2,318+8.9% | $2,954-14.5% | $2,551-1.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |