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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 | $58,937 | $135,956-56.6% | $123,894-52.4% | $273,972-78.5% |
| Participation rate | 43.5% | 84.1%-40.6pp | 81.4%-37.9pp | 83.0%-39.5pp |
| Annual return | 2.39% | 56.63%-54.2pp | 47.52%-45.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,578 | $6,343-43.6% | $5,984-40.2% | $5,287-32.3% |
| Admin fee / account holder | $29 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |