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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 | $24,266 | $90,509-73.2% | $78,693-69.2% | $273,968-91.1% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 1.39% | 75.61%-74.2pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $533 | $3,175-83.2% | $2,850-81.3% | $4,869-89.1% |
| Participant deferral / active EE | $584 | $3,901-85.0% | $3,517-83.4% | $5,287-89.0% |
| Admin fee / account holder | $264 | $5,264-95.0% | $4,511-94.1% | $10,132-97.4% |