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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 | $33,613 | $58,828-42.9% | $78,002-56.9% | $62,881-46.5% |
| Participation rate | 32.3% | 71.1%-38.8pp | 75.5%-43.3pp | 69.3%-37.0pp |
| Annual return | 4.56% | 17.16%-12.6pp | 425.99%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $845 | $1,672-49.5% | $2,470-65.8% | $2,281-63.0% |
| Participant deferral / active EE | $1,483 | $2,686-44.8% | $3,497-57.6% | $3,203-53.7% |
| Admin fee / account holder | $5 | $4,393-99.9% | $5,481-99.9% | $4,296-99.9% |