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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 | $37,162 | $51,631-28.0% | $129,397-71.3% | $80,925-54.1% |
| Participation rate | 33.3% | 56.9%-23.6pp | 69.6%-36.3pp | 67.7%-34.3pp |
| Annual return | 10.25% | 20.77%-10.5pp | 9453.98%-9443.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $844 | $1,583-46.7% | $4,154-79.7% | $2,756-69.4% |
| Participant deferral / active EE | $1,322 | $2,670-50.5% | $4,167-68.3% | $4,299-69.2% |
| Admin fee / account holder | $10 | $4,309-99.8% | $7,679-99.9% | $6,940-99.9% |