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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 | $106,043 | $98,240+7.9% | $82,312+28.8% | $147,586-28.1% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 2.05% | 30.85%-28.8pp | 25.88%-23.8pp | 578.59%-576.5pp |
| Employer contribution / active EE | $2,673 | $3,192-16.2% | $2,428+10.1% | $4,876-45.2% |
| Participant deferral / active EE | $2,673 | $4,383-39.0% | $3,706-27.9% | $5,439-50.8% |
| Admin fee / account holder | $42 | $8,563-99.5% | $5,608-99.3% | $10,886-99.6% |