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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 | $13,871 | $63,845-78.3% | $81,370-83.0% | $80,959-82.9% |
| Participation rate | 47.2% | 63.9%-16.7pp | 69.5%-22.3pp | 67.7%-20.4pp |
| Annual return | 8.06% | 16.37%-8.3pp | 24.85%-16.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $543 | $1,980-72.6% | $2,464-78.0% | $2,757-80.3% |
| Participant deferral / active EE | $1,334 | $3,093-56.9% | $3,885-65.7% | $4,300-69.0% |
| Admin fee / account holder | $26 | $5,688-99.5% | $5,749-99.5% | $6,925-99.6% |