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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 | $57,227 | $85,060-32.7% | $70,548-18.9% | $139,456-59.0% |
| Participation rate | 10.5% | 73.9%-63.4pp | 68.3%-57.8pp | 80.3%-69.8pp |
| Annual return | 9.31% | 30.38%-21.1pp | 32.78%-23.5pp | 373.45%-364.1pp |
| Employer contribution / active EE | $625 | $3,911-84.0% | $2,975-79.0% | $4,753-86.8% |
| Participant deferral / active EE | $2,368 | $5,890-59.8% | $4,567-48.1% | $6,711-64.7% |
| Admin fee / account holder | $53 | $8,925-99.4% | $6,424-99.2% | $11,407-99.5% |