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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 | $63,056 | $45,082+39.9% | $69,464-9.2% | $72,975-13.6% |
| Participation rate | 46.2% | 68.5%-22.3pp | 74.6%-28.5pp | 69.5%-23.3pp |
| Annual return | 1.12% | 22.66%-21.5pp | 28.98%-27.9pp | 81.01%-79.9pp |
| Employer contribution / active EE | $2,292 | $2,055+11.5% | $2,779-17.5% | $2,440-6.1% |
| Participant deferral / active EE | $4,402 | $2,604+69.1% | $3,536+24.5% | $3,608+22.0% |
| Admin fee / account holder | $109 | $3,057-96.4% | $3,840-97.2% | $5,124-97.9% |