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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 | $85,024-32.7% | $70,544-18.9% | $139,466-59.0% |
| Participation rate | 10.5% | 73.9%-63.4pp | 68.4%-57.8pp | 80.3%-69.8pp |
| Annual return | 9.31% | 30.39%-21.1pp | 32.79%-23.5pp | 373.66%-364.4pp |
| Employer contribution / active EE | $625 | $3,912-84.0% | $2,976-79.0% | $4,754-86.8% |
| Participant deferral / active EE | $2,368 | $5,891-59.8% | $4,568-48.2% | $6,712-64.7% |
| Admin fee / account holder | $53 | $8,928-99.4% | $6,427-99.2% | $11,409-99.5% |