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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 | $59,235 | $47,944+23.6% | $67,834-12.7% | $62,881-5.8% |
| Participation rate | 56.0% | 61.1%-5.1pp | 68.8%-12.8pp | 69.3%-13.3pp |
| Annual return | 2.75% | 11.77%-9.0pp | 138.47%-135.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $831 | $1,562-46.8% | $2,403-65.4% | $2,281-63.5% |
| Participant deferral / active EE | $2,011 | $2,247-10.5% | $3,160-36.4% | $3,203-37.2% |
| Admin fee / account holder | $3 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |