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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 | $37,480 | $54,541-31.3% | $78,778-52.4% | $70,126-46.6% |
| Participation rate | 20.0% | 60.8%-40.8pp | 69.2%-49.2pp | 69.5%-49.5pp |
| Annual return | 11.17% | 21.07%-9.9pp | 35.62%-24.4pp | 73.15%-62.0pp |
| Employer contribution / active EE | $306 | $1,089-71.9% | $1,986-84.6% | $2,343-86.9% |
| Participant deferral / active EE | $1,650 | $2,210-25.4% | $2,958-44.2% | $3,332-50.5% |
| Admin fee / account holder | $298 | $3,709-92.0% | $5,134-94.2% | $4,645-93.6% |