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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 | $31,003 | $52,678-41.1% | $75,784-59.1% | $59,633-48.0% |
| Participation rate | 41.0% | 67.2%-26.2pp | 75.8%-34.8pp | 68.7%-27.6pp |
| Annual return | -5.49% | 2.95%-8.4pp | 9.68%-15.2pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $712 | $2,193-67.5% | $3,323-78.6% | $2,203-67.7% |
| Participant deferral / active EE | $1,020 | $2,591-60.6% | $3,652-72.1% | $3,192-68.0% |
| Admin fee / account holder | $211 | $3,610-94.2% | $5,300-96.0% | $4,297-95.1% |