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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 | $13,298 | $35,183-62.2% | $73,550-81.9% | $70,126-81.0% |
| Participation rate | 27.1% | 42.9%-15.8pp | 54.9%-27.8pp | 69.5%-42.5pp |
| Annual return | 9.12% | 26.90%-17.8pp | -15.16%+24.3pp | 73.15%-64.0pp |
| Employer contribution / active EE | $269 | $709-62.1% | $1,219-78.0% | $2,343-88.5% |
| Participant deferral / active EE | $1,239 | $1,220+1.5% | $1,804-31.3% | $3,332-62.8% |
| Admin fee / account holder | $21 | $2,302-99.1% | $2,320-99.1% | $4,645-99.6% |