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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 | $103,231 | $162,821-36.6% | $133,978-22.9% | $158,982-35.1% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 5.39% | 41.95%-36.6pp | 45.10%-39.7pp | 302.99%-297.6pp |
| Employer contribution / active EE | $1,168 | $4,976-76.5% | $3,919-70.2% | $4,763-75.5% |
| Participant deferral / active EE | $1,955 | $5,910-66.9% | $5,047-61.3% | $5,983-67.3% |
| Admin fee / account holder | $53 | $11,742-99.5% | $8,930-99.4% | $11,252-99.5% |