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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 | $13,657 | $22,602-39.6% | $65,566-79.2% | $75,173-81.8% |
| Participation rate | 66.7% | 63.1%+3.6pp | 64.9%+1.7pp | 67.2%-0.5pp |
| Annual return | 11.71% | 71.13%-59.4pp | 47.40%-35.7pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,102 | $941+17.1% | $1,692-34.9% | $2,671-58.7% |
| Participant deferral / active EE | $1,102 | $1,695-35.0% | $2,832-61.1% | $4,126-73.3% |
| Admin fee / account holder | $274 | $1,877-85.4% | $4,114-93.3% | $5,651-95.2% |