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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 | $43,299 | $53,774-19.5% | $134,162-67.7% | $79,856-45.8% |
| Participation rate | 68.0% | 58.8%+9.2pp | 72.2%-4.2pp | 69.6%-1.6pp |
| Annual return | 2.40% | 19.01%-16.6pp | 36.35%-34.0pp | 31.71%-29.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,185 | $2,420+31.6% | $3,500-9.0% | $3,741-14.9% |
| Admin fee / account holder | $36 | $3,985-99.1% | $6,685-99.5% | $5,306-99.3% |