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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 | $27,733 | $57,140-51.5% | $85,240-67.5% | $80,959-65.7% |
| Participation rate | 54.1% | 56.4%-2.4pp | 67.5%-13.5pp | 67.7%-13.6pp |
| Annual return | 6.94% | 21.71%-14.8pp | 66.75%-59.8pp | 35.67%-28.7pp |
| Employer contribution / active EE | $1,311 | $1,802-27.3% | $2,735-52.1% | $2,757-52.5% |
| Participant deferral / active EE | $2,919 | $3,115-6.3% | $4,527-35.5% | $4,300-32.1% |
| Admin fee / account holder | $161 | $4,992-96.8% | $6,165-97.4% | $6,925-97.7% |