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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 | $29,403 | $53,774-45.3% | $134,162-78.1% | $79,852-63.2% |
| Participation rate | 58.5% | 58.8%-0.2pp | 72.2%-13.7pp | 69.6%-11.1pp |
| Annual return | 4.28% | 19.01%-14.7pp | 36.35%-32.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $1,595 | $1,322+20.7% | $3,705-56.9% | $2,471-35.4% |
| Participant deferral / active EE | $4,011 | $2,420+65.7% | $3,500+14.6% | $3,740+7.2% |
| Admin fee / account holder | $194 | $3,985-95.1% | $6,685-97.1% | $5,306-96.3% |