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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 | $26,771 | $118,496-77.4% | $98,461-72.8% | $139,466-80.8% |
| Participation rate | 41.7% | 77.5%-35.8pp | 75.2%-33.5pp | 80.3%-38.7pp |
| Annual return | 4.67% | 18.96%-14.3pp | 21.17%-16.5pp | 373.66%-369.0pp |
| Employer contribution / active EE | $1,392 | $3,611-61.4% | $3,049-54.3% | $4,754-70.7% |
| Participant deferral / active EE | $2,455 | $5,393-54.5% | $4,738-48.2% | $6,712-63.4% |
| Admin fee / account holder | $8 | $14,056-99.9% | $8,961-99.9% | $11,409-99.9% |