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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 | $18,348 | $84,236-78.2% | $170,435-89.2% | $70,126-73.8% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 11.30% | 23.06%-11.8pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $480 | $3,387-85.8% | $5,432-91.2% | $2,343-79.5% |
| Participant deferral / active EE | $1,596 | $3,086-48.3% | $4,939-67.7% | $3,332-52.1% |
| Admin fee / account holder | $184 | $5,698-96.8% | $13,881-98.7% | $4,645-96.0% |