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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 | $48,599 | $61,125-20.5% | $94,057-48.3% | $87,485-44.4% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.3%-34.9pp | 68.9%-30.5pp |
| Annual return | 10.13% | 35.20%-25.1pp | 480.62%-470.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $950 | $2,136-55.5% | $2,933-67.6% | $2,596-63.4% |
| Participant deferral / active EE | $1,259 | $3,260-61.4% | $4,709-73.3% | $4,274-70.5% |
| Admin fee / account holder | $7 | $5,629-99.9% | $7,244-99.9% | $7,775-99.9% |