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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 | $68,715 | $46,877+46.6% | $122,354-43.8% | $70,126-2.0% |
| Participation rate | 26.4% | 58.2%-31.8pp | 71.6%-45.2pp | 69.5%-43.1pp |
| Annual return | 8.62% | 24.22%-15.6pp | 30.28%-21.7pp | 73.15%-64.5pp |
| Employer contribution / active EE | $364 | $1,288-71.8% | $4,051-91.0% | $2,343-84.5% |
| Participant deferral / active EE | $1,184 | $2,167-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $22 | $3,324-99.3% | $5,479-99.6% | $4,645-99.5% |