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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 | $14,722 | $84,236-82.5% | $170,439-91.4% | $70,124-79.0% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 11.56% | 23.06%-11.5pp | 205.94%-194.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $638 | $3,387-81.2% | $5,433-88.3% | $2,342-72.8% |
| Participant deferral / active EE | $864 | $3,086-72.0% | $4,939-82.5% | $3,332-74.1% |
| Admin fee / account holder | $287 | $5,698-95.0% | $13,881-97.9% | $4,645-93.8% |