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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 | $38,847 | $90,486-57.1% | $78,676-50.6% | $273,972-85.8% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 1.15% | 75.62%-74.5pp | 62.19%-61.0pp | 41.46%-40.3pp |
| Employer contribution / active EE | $935 | $3,175-70.5% | $2,850-67.2% | $4,869-80.8% |
| Participant deferral / active EE | $1,108 | $3,901-71.6% | $3,517-68.5% | $5,287-79.0% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |