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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 | $27,711 | $81,446-66.0% | $103,374-73.2% | $80,874-65.7% |
| Participation rate | 34.6% | 66.9%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 5.41% | 25.57%-20.2pp | 24.89%-19.5pp | 35.62%-30.2pp |
| Employer contribution / active EE | $2,113 | $3,107-32.0% | $3,869-45.4% | $2,756-23.3% |
| Participant deferral / active EE | $3,522 | $3,870-9.0% | $5,058-30.4% | $4,297-18.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |