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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 | $36,676 | $77,901-52.9% | $149,717-75.5% | $75,181-51.2% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 5.16% | 31.73%-26.6pp | 134.41%-129.2pp | 160.69%-155.5pp |
| Employer contribution / active EE | $606 | $3,137-80.7% | $4,820-87.4% | $2,671-77.3% |
| Participant deferral / active EE | $1,723 | $3,411-49.5% | $5,682-69.7% | $4,126-58.2% |
| Admin fee / account holder | $175 | $5,949-97.1% | $13,213-98.7% | $5,650-96.9% |