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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 | $102,188 | $58,828+73.7% | $78,002+31.0% | $62,881+62.5% |
| Participation rate | 55.0% | 71.1%-16.1pp | 75.5%-20.5pp | 69.3%-14.3pp |
| Annual return | 4.11% | 17.16%-13.1pp | 425.99%-421.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $574 | $1,672-65.7% | $2,470-76.8% | $2,281-74.9% |
| Participant deferral / active EE | $1,984 | $2,686-26.1% | $3,497-43.3% | $3,203-38.1% |
| Admin fee / account holder | $18 | $4,393-99.6% | $5,481-99.7% | $4,296-99.6% |