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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 | $25,785 | $112,729-77.1% | $98,716-73.9% | $137,256-81.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 6.45% | 38.48%-32.0pp | 31.81%-25.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $610 | $2,725-77.6% | $2,279-73.2% | $4,156-85.3% |
| Participant deferral / active EE | $1,139 | $4,640-75.5% | $4,048-71.9% | $6,407-82.2% |
| Admin fee / account holder | $275 | $10,129-97.3% | $8,703-96.8% | $12,270-97.8% |