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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 | $25,568 | $110,410-76.8% | $102,437-75.0% | $145,897-82.5% |
| Participation rate | 23.5% | 77.9%-54.4pp | 74.5%-51.0pp | 80.3%-56.8pp |
| Annual return | 7.27% | 24.85%-17.6pp | 24.95%-17.7pp | 552.29%-545.0pp |
| Employer contribution / active EE | $960 | $4,217-77.2% | $3,871-75.2% | $4,663-79.4% |
| Participant deferral / active EE | $2,054 | $5,622-63.5% | $5,060-59.4% | $6,689-69.3% |
| Admin fee / account holder | $142 | $9,745-98.5% | $8,388-98.3% | $13,390-98.9% |