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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 | $28,325 | $89,364-68.3% | $141,177-79.9% | $72,983-61.2% |
| Participation rate | 48.6% | 75.1%-26.6pp | 82.5%-33.9pp | 69.5%-20.9pp |
| Annual return | 3.36% | 111.86%-108.5pp | 71.40%-68.0pp | 81.01%-77.6pp |
| Employer contribution / active EE | $1,053 | $3,115-66.2% | $4,736-77.8% | $2,440-56.9% |
| Participant deferral / active EE | $2,736 | $5,419-49.5% | $6,710-59.2% | $3,608-24.2% |
| Admin fee / account holder | $8 | $5,959-99.9% | $10,263-99.9% | $5,124-99.9% |