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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 | $72,788 | $80,992-10.1% | $96,534-24.6% | $75,173-3.2% |
| Participation rate | 43.9% | 71.8%-27.8pp | 76.0%-32.0pp | 67.2%-23.3pp |
| Annual return | 7.15% | 27.05%-19.9pp | 25.88%-18.7pp | 160.72%-153.6pp |
| Employer contribution / active EE | $1,472 | $2,283-35.5% | $2,965-50.4% | $2,671-44.9% |
| Participant deferral / active EE | $1,956 | $3,929-50.2% | $4,851-59.7% | $4,126-52.6% |
| Admin fee / account holder | $251 | $6,717-96.3% | $8,253-97.0% | $5,651-95.6% |