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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 | $48,792 | $45,082+8.2% | $69,464-29.8% | $72,975-33.1% |
| Participation rate | 46.8% | 68.5%-21.7pp | 74.6%-27.9pp | 69.5%-22.7pp |
| Annual return | 5.58% | 22.66%-17.1pp | 28.98%-23.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $787 | $2,604-69.8% | $3,536-77.8% | $3,608-78.2% |
| Admin fee / account holder | $27 | $3,057-99.1% | $3,840-99.3% | $5,124-99.5% |