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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 | $28,336 | $72,269-60.8% | $101,271-72.0% | $79,852-64.5% |
| Participation rate | 32.7% | 68.5%-35.8pp | 75.8%-43.1pp | 69.6%-36.9pp |
| Annual return | 10.27% | 22.29%-12.0pp | 46.48%-36.2pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,997 | $3,282-39.1% | $4,371-54.3% | $3,740-46.6% |
| Admin fee / account holder | $72 | $4,401-98.4% | $5,948-98.8% | $5,306-98.6% |