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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 | $31,248 | $43,730-28.5% | $121,220-74.2% | $64,173-51.3% |
| Participation rate | 69.2% | 58.3%+10.9pp | 71.8%-2.5pp | 69.6%-0.3pp |
| Annual return | -8.49% | 68.94%-77.4pp | 16.94%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $291 | $1,297-77.6% | $4,023-92.8% | $2,381-87.8% |
| Participant deferral / active EE | $3,443 | $2,281+51.0% | $3,345+2.9% | $3,470-0.8% |
| Admin fee / account holder | $5 | $3,502-99.9% | $5,021-99.9% | $4,887-99.9% |