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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 | $48,021 | $104,937-54.2% | $84,628-43.3% | $152,897-68.6% |
| Participation rate | 36.4% | 74.8%-38.5pp | 68.2%-31.9pp | 82.5%-46.1pp |
| Annual return | 5.84% | 373.88%-368.0pp | 258.80%-253.0pp | 345.43%-339.6pp |
| Employer contribution / active EE | $583 | $3,303-82.4% | $2,653-78.0% | $4,764-87.8% |
| Participant deferral / active EE | $1,531 | $4,690-67.4% | $3,900-60.7% | $5,851-73.8% |
| Admin fee / account holder | $34 | $6,243-99.5% | $4,914-99.3% | $11,599-99.7% |