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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 | $38,200 | $56,110-31.9% | $94,993-59.8% | $70,124-45.5% |
| Participation rate | 43.8% | 65.0%-21.2pp | 73.9%-30.1pp | 69.5%-25.8pp |
| Annual return | 5.78% | 51.02%-45.2pp | 27.14%-21.4pp | 73.14%-67.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,014 | $2,391+26.0% | $3,317-9.1% | $3,332-9.5% |
| Admin fee / account holder | $278 | $3,456-92.0% | $4,960-94.4% | $4,645-94.0% |