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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 | $29,444 | $45,082-34.7% | $69,464-57.6% | $72,975-59.7% |
| Participation rate | 30.3% | 68.5%-38.2pp | 74.6%-44.3pp | 69.5%-39.2pp |
| Annual return | 5.36% | 22.66%-17.3pp | 28.98%-23.6pp | 81.01%-75.6pp |
| Employer contribution / active EE | $456 | $2,055-77.8% | $2,779-83.6% | $2,440-81.3% |
| Participant deferral / active EE | $925 | $2,604-64.5% | $3,536-73.8% | $3,608-74.4% |
| Admin fee / account holder | $69 | $3,057-97.7% | $3,840-98.2% | $5,124-98.7% |