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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 | $39,680 | $46,877-15.4% | $122,354-67.6% | $70,126-43.4% |
| Participation rate | 42.4% | 58.2%-15.8pp | 71.6%-29.2pp | 69.5%-27.1pp |
| Annual return | 12.52% | 24.22%-11.7pp | 30.28%-17.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $341 | $1,288-73.5% | $4,051-91.6% | $2,343-85.4% |
| Participant deferral / active EE | $1,382 | $2,167-36.3% | $3,287-58.0% | $3,332-58.5% |
| Admin fee / account holder | $1 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |