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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 | $30,737 | $77,908-60.5% | $149,696-79.5% | $75,173-59.1% |
| Participation rate | 62.9% | 65.6%-2.7pp | 78.8%-15.9pp | 67.2%-4.3pp |
| Annual return | 9.09% | 31.73%-22.6pp | 134.46%-125.4pp | 160.72%-151.6pp |
| Employer contribution / active EE | $1,334 | $3,138-57.5% | $4,821-72.3% | $2,671-50.1% |
| Participant deferral / active EE | $2,234 | $3,411-34.5% | $5,682-60.7% | $4,126-45.8% |
| Admin fee / account holder | $143 | $5,950-97.6% | $13,212-98.9% | $5,651-97.5% |