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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 | $35,700 | $87,059-59.0% | $105,608-66.2% | $80,925-55.9% |
| Participation rate | 30.8% | 70.4%-39.7pp | 75.3%-44.5pp | 67.7%-36.9pp |
| Annual return | 7.90% | 17.05%-9.1pp | 116.50%-108.6pp | 35.65%-27.7pp |
| Employer contribution / active EE | $877 | $2,396-63.4% | $3,167-72.3% | $2,756-68.2% |
| Participant deferral / active EE | $2,498 | $3,986-37.3% | $5,010-50.1% | $4,299-41.9% |
| Admin fee / account holder | $295 | $8,443-96.5% | $11,028-97.3% | $6,940-95.7% |