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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 | $20,876 | $45,082-53.7% | $69,464-69.9% | $72,975-71.4% |
| Participation rate | 55.3% | 68.5%-13.2pp | 74.6%-19.3pp | 69.5%-14.2pp |
| Annual return | 4.26% | 22.66%-18.4pp | 28.98%-24.7pp | 81.01%-76.7pp |
| Employer contribution / active EE | $555 | $2,055-73.0% | $2,779-80.0% | $2,440-77.3% |
| Participant deferral / active EE | $2,088 | $2,604-19.8% | $3,536-41.0% | $3,608-42.1% |
| Admin fee / account holder | $239 | $3,057-92.2% | $3,840-93.8% | $5,124-95.3% |