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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 | $25,001 | $75,541-66.9% | $152,093-83.6% | $82,637-69.7% |
| Participation rate | 21.9% | 66.5%-44.7pp | 77.8%-55.9pp | 68.1%-46.2pp |
| Annual return | 12.30% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $342 | $2,622-87.0% | $4,175-91.8% | $2,552-86.6% |
| Participant deferral / active EE | $1,080 | $3,206-66.3% | $5,451-80.2% | $4,126-73.8% |
| Admin fee / account holder | $252 | $6,405-96.1% | $14,497-98.3% | $7,339-96.6% |