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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 | $23,154 | $135,956-83.0% | $123,894-81.3% | $273,972-91.5% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 2.28% | 56.63%-54.4pp | 47.52%-45.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $1,201 | $5,170-76.8% | $4,617-74.0% | $4,869-75.3% |
| Participant deferral / active EE | $3,781 | $6,343-40.4% | $5,984-36.8% | $5,287-28.5% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |