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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 | $42,637 | $103,393-58.8% | $87,103-51.1% | $152,909-72.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 2.50% | 28.10%-25.6pp | 28.19%-25.7pp | 345.46%-343.0pp |
| Employer contribution / active EE | $1,605 | $3,221-50.2% | $2,521-36.4% | $4,764-66.3% |
| Participant deferral / active EE | $7,463 | $4,778+56.2% | $4,049+84.3% | $5,851+27.5% |
| Admin fee / account holder | $102 | $12,195-99.2% | $7,491-98.6% | $11,601-99.1% |