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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 | $49,634 | $85,169-41.7% | $172,755-71.3% | $72,983-32.0% |
| Participation rate | 58.6% | 70.1%-11.4pp | 82.6%-24.0pp | 69.5%-10.9pp |
| Annual return | 4.05% | 27.32%-23.3pp | 802.94%-798.9pp | 81.01%-77.0pp |
| Employer contribution / active EE | $1,271 | $3,324-61.8% | $5,144-75.3% | $2,440-47.9% |
| Participant deferral / active EE | $2,323 | $3,260-28.7% | $5,198-55.3% | $3,608-35.6% |
| Admin fee / account holder | $252 | $5,880-95.7% | $13,955-98.2% | $5,124-95.1% |