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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 | $13,325 | $90,486-85.3% | $78,676-83.1% | $273,972-95.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 0.72% | 75.62%-74.9pp | 62.19%-61.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $373 | $3,175-88.3% | $2,850-86.9% | $4,869-92.3% |
| Participant deferral / active EE | $515 | $3,901-86.8% | $3,517-85.4% | $5,287-90.3% |
| Admin fee / account holder | $128 | $5,263-97.6% | $4,510-97.2% | $10,133-98.7% |