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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 | $48,079 | $90,486-46.9% | $78,676-38.9% | $273,972-82.5% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 1.76% | 75.62%-73.9pp | 62.19%-60.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $692 | $3,175-78.2% | $2,850-75.7% | $4,869-85.8% |
| Participant deferral / active EE | $864 | $3,901-77.8% | $3,517-75.4% | $5,287-83.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |