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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 | $33,589 | $72,273-53.5% | $101,275-66.8% | $79,856-57.9% |
| Participation rate | 58.9% | 68.5%-9.6pp | 75.8%-16.9pp | 69.6%-10.7pp |
| Annual return | 1.84% | 22.30%-20.5pp | 46.48%-44.6pp | 31.71%-29.9pp |
| Employer contribution / active EE | $798 | $2,691-70.3% | $3,660-78.2% | $2,471-67.7% |
| Participant deferral / active EE | $1,805 | $3,282-45.0% | $4,371-58.7% | $3,741-51.8% |
| Admin fee / account holder | $187 | $4,401-95.7% | $5,948-96.9% | $5,306-96.5% |