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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 | $29,079 | $26,805+8.5% | $59,496-51.1% | $52,331-44.4% |
| Participation rate | 30.0% | 39.3%-9.3pp | 54.6%-24.6pp | 68.1%-38.1pp |
| Annual return | -3.71% | 2.61%-6.3pp | 182.05%-185.8pp | 4.54%-8.3pp |
| Employer contribution / active EE | $964 | $450+114.2% | $1,153-16.4% | $1,882-48.8% |
| Participant deferral / active EE | $1,612 | $916+75.9% | $1,829-11.9% | $3,022-46.7% |
| Admin fee / account holder | $223 | $305-27.0% | $2,232-90.0% | $592-62.4% |