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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 | $25,488 | $81,487-68.7% | $102,412-75.1% | $80,935-68.5% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.7%-44.6pp |
| Annual return | 8.34% | 25.60%-17.3pp | 24.94%-16.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $915 | $3,103-70.5% | $3,870-76.4% | $2,757-66.8% |
| Participant deferral / active EE | $2,277 | $3,871-41.2% | $5,060-55.0% | $4,299-47.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |