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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 | $31,317 | $77,638-59.7% | $156,551-80.0% | $62,881-50.2% |
| Participation rate | 51.9% | 71.2%-19.3pp | 84.0%-32.2pp | 69.3%-17.5pp |
| Annual return | 2.17% | 50.33%-48.2pp | 32.23%-30.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,100 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $1,653 | $3,046-45.7% | $4,871-66.1% | $3,203-48.4% |
| Admin fee / account holder | $263 | $5,561-95.3% | $13,028-98.0% | $4,296-93.9% |