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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 | $53,578 | $39,162+36.8% | $100,671-46.8% | $59,633-10.2% |
| Participation rate | 19.4% | 55.9%-36.5pp | 70.7%-51.3pp | 68.7%-49.3pp |
| Annual return | -3.32% | 21.07%-24.4pp | 20.43%-23.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $512 | $1,151-55.5% | $4,012-87.2% | $2,203-76.7% |
| Participant deferral / active EE | $1,208 | $1,992-39.3% | $3,144-61.6% | $3,192-62.1% |
| Admin fee / account holder | $194 | $2,969-93.5% | $4,850-96.0% | $4,297-95.5% |