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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 | $49,380 | $49,239+0.3% | $70,462-29.9% | $79,858-38.2% |
| Participation rate | 65.3% | 69.2%-3.9pp | 75.1%-9.8pp | 69.6%-4.3pp |
| Annual return | -2.30% | 30.08%-32.4pp | 109.08%-111.4pp | 31.72%-34.0pp |
| Employer contribution / active EE | $1,319 | $2,100-37.2% | $2,737-51.8% | $2,471-46.6% |
| Participant deferral / active EE | $2,056 | $2,769-25.7% | $3,710-44.6% | $3,740-45.0% |
| Admin fee / account holder | $195 | $2,876-93.2% | $3,845-94.9% | $5,306-96.3% |