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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 | $20,502 | $162,136-87.4% | $152,301-86.5% | $154,746-86.8% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 10.20% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,152 | $4,890-76.4% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $2,686 | $8,341-67.8% | $8,004-66.4% | $6,730-60.1% |
| Admin fee / account holder | $286 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |