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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 | $40,321 | $121,701-66.9% | $104,639-61.5% | $158,982-74.6% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 2.86% | 465.72%-462.9pp | 340.67%-337.8pp | 302.99%-300.1pp |
| Employer contribution / active EE | $742 | $3,165-76.6% | $2,682-72.3% | $4,763-84.4% |
| Participant deferral / active EE | $2,173 | $4,176-48.0% | $3,738-41.9% | $5,983-63.7% |
| Admin fee / account holder | $207 | $7,778-97.3% | $6,465-96.8% | $11,252-98.2% |