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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 | $95,130 | $81,487+16.7% | $102,412-7.1% | $80,935+17.5% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 1.70% | 25.60%-23.9pp | 24.94%-23.2pp | 35.66%-34.0pp |
| Employer contribution / active EE | $3,020 | $3,103-2.7% | $3,870-22.0% | $2,757+9.5% |
| Participant deferral / active EE | $3,913 | $3,871+1.1% | $5,060-22.7% | $4,299-9.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |