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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 | $43,768 | $81,276-46.1% | $155,574-71.9% | $80,925-45.9% |
| Participation rate | 60.3% | 66.2%-5.9pp | 78.2%-17.9pp | 67.7%-7.3pp |
| Annual return | 7.74% | 33.36%-25.6pp | 64.87%-57.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $1,107 | $3,103-64.3% | $4,676-76.3% | $2,756-59.8% |
| Participant deferral / active EE | $2,360 | $3,453-31.6% | $5,629-58.1% | $4,299-45.1% |
| Admin fee / account holder | $280 | $7,993-96.5% | $15,914-98.2% | $6,940-96.0% |