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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 | $59,294 | $58,234+1.8% | $81,783-27.5% | $80,874-26.7% |
| Participation rate | 32.7% | 63.4%-30.8pp | 72.4%-39.7pp | 67.6%-35.0pp |
| Annual return | 8.58% | 41.70%-33.1pp | 775.05%-766.5pp | 35.62%-27.0pp |
| Employer contribution / active EE | $455 | $2,341-80.6% | $2,913-84.4% | $2,756-83.5% |
| Participant deferral / active EE | $1,437 | $3,283-56.2% | $4,320-66.7% | $4,297-66.5% |
| Admin fee / account holder | $274 | $4,982-94.5% | $7,380-96.3% | $6,935-96.1% |