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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 | $21,577 | $110,337-80.4% | $102,383-78.9% | $145,877-85.2% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 3.03% | 24.83%-21.8pp | 24.94%-21.9pp | 551.28%-548.3pp |
| Employer contribution / active EE | $2,048 | $4,216-51.4% | $3,870-47.1% | $4,663-56.1% |
| Participant deferral / active EE | $3,706 | $5,621-34.1% | $5,060-26.8% | $6,691-44.6% |
| Admin fee / account holder | $282 | $9,750-97.1% | $8,391-96.6% | $13,402-97.9% |