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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 | $22,576 | $77,638-70.9% | $156,551-85.6% | $62,881-64.1% |
| Participation rate | 32.0% | 71.2%-39.2pp | 84.0%-52.0pp | 69.3%-37.3pp |
| Annual return | 4.41% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $498 | $3,444-85.5% | $5,501-90.9% | $2,281-78.2% |
| Participant deferral / active EE | $1,023 | $3,046-66.4% | $4,871-79.0% | $3,203-68.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |