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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 | $46,481 | $215,361-78.4% | $171,082-72.8% | $273,972-83.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 0.61% | 25.14%-24.5pp | 32.56%-31.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,330 | $4,967-73.2% | $4,002-66.8% | $4,869-72.7% |
| Participant deferral / active EE | $10,000 | $5,543+80.4% | $4,797+108.4% | $5,287+89.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |