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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 | $92,342 | $172,111-46.3% | $150,298-38.6% | $137,256-32.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 6.30% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,209 | $4,636-73.9% | $4,154-70.9% | $4,156-70.9% |
| Participant deferral / active EE | $5,875 | $6,166-4.7% | $5,453+7.7% | $6,407-8.3% |
| Admin fee / account holder | $271 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |