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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 | $14,619 | $77,638-81.2% | $156,551-90.7% | $62,881-76.8% |
| Participation rate | 65.4% | 71.2%-5.8pp | 84.0%-18.6pp | 69.3%-3.9pp |
| Annual return | 1.87% | 50.33%-48.5pp | 32.23%-30.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $873 | $3,444-74.7% | $5,501-84.1% | $2,281-61.7% |
| Participant deferral / active EE | $1,731 | $3,046-43.2% | $4,871-64.5% | $3,203-46.0% |
| Admin fee / account holder | $181 | $5,561-96.7% | $13,028-98.6% | $4,296-95.8% |