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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 | $42,905 | $81,331-47.2% | $155,534-72.4% | $80,935-47.0% |
| Participation rate | 44.6% | 66.3%-21.6pp | 78.2%-33.6pp | 67.7%-23.0pp |
| Annual return | 10.01% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $963 | $3,105-69.0% | $4,675-79.4% | $2,757-65.1% |
| Participant deferral / active EE | $1,980 | $3,454-42.7% | $5,630-64.8% | $4,299-54.0% |
| Admin fee / account holder | $236 | $7,999-97.0% | $15,900-98.5% | $6,924-96.6% |