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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 | $54,372 | $81,331-33.1% | $155,534-65.0% | $80,935-32.8% |
| Participation rate | 25.3% | 66.3%-41.0pp | 78.2%-52.9pp | 67.7%-42.4pp |
| Annual return | 9.32% | 33.37%-24.1pp | 64.92%-55.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,245 | $3,454-64.0% | $5,630-77.9% | $4,299-71.0% |
| Admin fee / account holder | $64 | $7,999-99.2% | $15,900-99.6% | $6,924-99.1% |