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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 | $32,502 | $85,171-61.8% | $172,752-81.2% | $72,975-55.5% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 1.93% | 27.32%-25.4pp | 802.97%-801.0pp | 81.01%-79.1pp |
| Employer contribution / active EE | $935 | $3,324-71.9% | $5,144-81.8% | $2,440-61.7% |
| Participant deferral / active EE | $1,303 | $3,260-60.0% | $5,198-74.9% | $3,608-63.9% |
| Admin fee / account holder | $284 | $5,880-95.2% | $13,955-98.0% | $5,124-94.5% |