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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 | $24,474 | $93,064-73.7% | $74,577-67.2% | $273,972-91.1% |
| Participation rate | 47.4% | 74.9%-27.6pp | 68.1%-20.7pp | 83.0%-35.6pp |
| Annual return | 1.78% | 26.18%-24.4pp | 20.47%-18.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $588 | $3,160-81.4% | $2,525-76.7% | $4,869-87.9% |
| Participant deferral / active EE | $2,055 | $4,160-50.6% | $3,458-40.6% | $5,287-61.1% |
| Admin fee / account holder | $65 | $5,273-98.8% | $4,138-98.4% | $10,133-99.4% |