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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 | $27,229 | $76,551-64.4% | $123,894-78.0% | $62,881-56.7% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 4.61% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,762 | $2,882-38.9% | $4,617-61.8% | $2,281-22.8% |
| Participant deferral / active EE | $3,709 | $4,840-23.4% | $5,984-38.0% | $3,203+15.8% |
| Admin fee / account holder | $158 | $4,826-96.7% | $8,357-98.1% | $4,296-96.3% |