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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 | $32,431 | $61,356-47.1% | $149,696-78.3% | $71,511-54.6% |
| Participation rate | 25.3% | 62.5%-37.3pp | 78.8%-53.5pp | 67.9%-42.7pp |
| Annual return | 4.04% | 35.86%-31.8pp | 134.46%-130.4pp | 28.86%-24.8pp |
| Employer contribution / active EE | $885 | $2,382-62.9% | $4,821-81.7% | $2,589-65.8% |
| Participant deferral / active EE | $1,582 | $2,920-45.8% | $5,682-72.2% | $4,291-63.1% |
| Admin fee / account holder | $159 | $1,263-87.4% | $13,212-98.8% | $1,588-90.0% |