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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 | $61,125-28.4% | $94,057-53.4% | $87,485-49.9% |
| Participation rate | 51.3% | 64.1%-12.8pp | 73.3%-22.1pp | 68.9%-17.6pp |
| Annual return | 11.01% | 35.20%-24.2pp | 480.62%-469.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $666 | $2,136-68.8% | $2,933-77.3% | $2,596-74.3% |
| Participant deferral / active EE | $1,344 | $3,260-58.8% | $4,709-71.5% | $4,274-68.6% |
| Admin fee / account holder | $90 | $5,629-98.4% | $7,244-98.8% | $7,775-98.8% |