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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 | $26,333 | $75,541-65.1% | $152,093-82.7% | $82,637-68.1% |
| Participation rate | 43.5% | 66.5%-23.1pp | 77.8%-34.3pp | 68.1%-24.6pp |
| Annual return | 12.39% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,040 | $2,622-60.3% | $4,175-75.1% | $2,552-59.2% |
| Participant deferral / active EE | $1,334 | $3,206-58.4% | $5,451-75.5% | $4,126-67.7% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |