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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 | $40,410 | $37,156+8.8% | $83,854-51.8% | $86,983-53.5% |
| Participation rate | 46.7% | 49.1%-2.4pp | 59.1%-12.4pp | 69.5%-22.9pp |
| Annual return | 7.37% | 29.88%-22.5pp | 31.39%-24.0pp | 25.83%-18.5pp |
| Employer contribution / active EE | $1,981 | $661+199.8% | $1,017+94.7% | $2,584-23.4% |
| Participant deferral / active EE | $7,353 | $1,418+418.6% | $2,035+261.3% | $4,194+75.3% |
| Admin fee / account holder | $260 | $2,510-89.6% | $3,197-91.9% | $7,856-96.7% |