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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 | $110,410-80.5% | $102,437-78.9% | $145,897-85.2% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 3.03% | 24.85%-21.8pp | 24.95%-21.9pp | 552.29%-549.3pp |
| Employer contribution / active EE | $2,048 | $4,217-51.4% | $3,871-47.1% | $4,663-56.1% |
| Participant deferral / active EE | $3,706 | $5,622-34.1% | $5,060-26.8% | $6,689-44.6% |
| Admin fee / account holder | $282 | $9,745-97.1% | $8,388-96.6% | $13,390-97.9% |