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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 | $81,504-66.0% | $102,437-72.9% | $80,959-65.8% |
| Participation rate | 34.6% | 66.9%-32.2pp | 74.5%-39.9pp | 67.7%-33.1pp |
| Annual return | 5.41% | 25.60%-20.2pp | 24.95%-19.5pp | 35.67%-30.3pp |
| Employer contribution / active EE | $2,113 | $3,104-31.9% | $3,871-45.4% | $2,757-23.4% |
| Participant deferral / active EE | $3,522 | $3,871-9.0% | $5,060-30.4% | $4,300-18.1% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |