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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 | $35,764 | $72,273-50.5% | $101,275-64.7% | $79,856-55.2% |
| Participation rate | 40.4% | 68.5%-28.1pp | 75.8%-35.5pp | 69.6%-29.3pp |
| Annual return | 7.21% | 22.30%-15.1pp | 46.48%-39.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $694 | $2,691-74.2% | $3,660-81.0% | $2,471-71.9% |
| Participant deferral / active EE | $1,522 | $3,282-53.6% | $4,371-65.2% | $3,741-59.3% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |