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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 | $39,721 | $46,877-15.3% | $122,354-67.5% | $70,126-43.4% |
| Participation rate | 23.5% | 58.2%-34.7pp | 71.6%-48.1pp | 69.5%-46.0pp |
| Annual return | 11.02% | 24.22%-13.2pp | 30.28%-19.3pp | 73.15%-62.1pp |
| Employer contribution / active EE | $461 | $1,288-64.3% | $4,051-88.6% | $2,343-80.3% |
| Participant deferral / active EE | $921 | $2,167-57.5% | $3,287-72.0% | $3,332-72.4% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |