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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 | $19,279 | $64,920-70.3% | $103,693-81.4% | $86,983-77.8% |
| Participation rate | 33.3% | 63.6%-30.3pp | 72.6%-39.3pp | 69.5%-36.2pp |
| Annual return | 9.90% | 30.29%-20.4pp | 47.61%-37.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $184 | $2,141-91.4% | $2,920-93.7% | $2,584-92.9% |
| Participant deferral / active EE | $1,318 | $3,241-59.3% | $4,579-71.2% | $4,194-68.6% |
| Admin fee / account holder | $204 | $6,191-96.7% | $7,858-97.4% | $7,856-97.4% |