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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 | $43,795 | $51,638-15.2% | $68,368-35.9% | $82,448-46.9% |
| Participation rate | 51.3% | 63.6%-12.3pp | 73.8%-22.5pp | 68.1%-16.8pp |
| Annual return | 11.01% | 37.53%-26.5pp | 292.57%-281.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $666 | $2,047-67.4% | $2,649-74.8% | $2,551-73.9% |
| Participant deferral / active EE | $1,344 | $2,914-53.9% | $4,123-67.4% | $4,139-67.5% |
| Admin fee / account holder | $90 | $4,643-98.1% | $5,150-98.3% | $7,234-98.8% |