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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 | $17,322 | $76,407-77.3% | $150,298-88.5% | $82,448-79.0% |
| Participation rate | 30.8% | 66.4%-35.6pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 8.51% | 39.99%-31.5pp | 62.79%-54.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $323 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $925 | $3,214-71.2% | $5,453-83.0% | $4,139-77.7% |
| Admin fee / account holder | $198 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |