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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 | $33,133 | $55,902-40.7% | $76,030-56.4% | $80,959-59.1% |
| Participation rate | 49.1% | 62.1%-13.0pp | 69.1%-20.0pp | 67.7%-18.6pp |
| Annual return | 10.07% | 20.59%-10.5pp | 361.54%-351.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $825 | $1,867-55.8% | $2,688-69.3% | $2,757-70.1% |
| Participant deferral / active EE | $2,489 | $3,051-18.4% | $4,257-41.5% | $4,300-42.1% |
| Admin fee / account holder | $291 | $5,239-94.5% | $6,421-95.5% | $6,925-95.8% |