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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 | $25,942 | $45,087-42.5% | $69,483-62.7% | $72,976-64.5% |
| Participation rate | 61.5% | 68.5%-6.9pp | 74.6%-13.1pp | 69.5%-8.0pp |
| Annual return | 4.81% | 22.67%-17.9pp | 28.99%-24.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $926 | $2,055-54.9% | $2,780-66.7% | $2,440-62.0% |
| Participant deferral / active EE | $1,842 | $2,603-29.3% | $3,537-47.9% | $3,608-49.0% |
| Admin fee / account holder | $150 | $3,057-95.1% | $3,841-96.1% | $5,124-97.1% |