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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 | $49,255+0.3% | $70,494-30.0% | $79,856-38.2% |
| Participation rate | 65.3% | 69.2%-3.8pp | 75.1%-9.8pp | 69.6%-4.3pp |
| Annual return | -2.30% | 30.10%-32.4pp | 109.16%-111.5pp | 31.71%-34.0pp |
| Employer contribution / active EE | $1,319 | $2,100-37.2% | $2,738-51.8% | $2,471-46.6% |
| Participant deferral / active EE | $2,056 | $2,768-25.7% | $3,711-44.6% | $3,741-45.0% |
| Admin fee / account holder | $195 | $2,879-93.2% | $3,848-94.9% | $5,306-96.3% |