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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 | $185,312-50.2% | $161,489-42.8% | $154,746-40.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 6.30% | 103.84%-97.5pp | 89.72%-83.4pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,209 | $4,769-74.6% | $4,268-71.7% | $4,379-72.4% |
| Participant deferral / active EE | $5,875 | $6,350-7.5% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $271 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |