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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 | $20,720 | $93,346-77.8% | $71,796-71.1% | $273,972-92.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 83.0%-45.5pp |
| Annual return | 0.84% | 130.39%-129.5pp | 78.04%-77.2pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,019 | $2,733-62.7% | $1,924-47.0% | $4,869-79.1% |
| Participant deferral / active EE | $3,274 | $3,475-5.8% | $2,794+17.2% | $5,287-38.1% |
| Admin fee / account holder | $127 | $6,571-98.1% | $4,815-97.4% | $10,133-98.7% |