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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 | $30,974 | $28,624+8.2% | $53,647-42.3% | $82,637-62.5% |
| Participation rate | 51.2% | 47.3%+3.9pp | 56.3%-5.1pp | 68.1%-16.8pp |
| Annual return | 12.30% | 664.98%-652.7pp | 358.33%-346.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $768 | $637+20.6% | $962-20.2% | $2,552-69.9% |
| Participant deferral / active EE | $2,514 | $1,196+110.2% | $1,813+38.7% | $4,126-39.1% |
| Admin fee / account holder | $259 | $2,022-87.2% | $2,460-89.5% | $7,339-96.5% |