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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 | $33,933 | $41,377-18.0% | $109,313-69.0% | $62,881-46.0% |
| Participation rate | 12.9% | 57.5%-44.6pp | 71.3%-58.4pp | 69.3%-56.4pp |
| Annual return | 3.73% | 11.05%-7.3pp | 22.07%-18.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $855 | $2,045-58.2% | $3,166-73.0% | $3,203-73.3% |
| Admin fee / account holder | $15 | $2,884-99.5% | $5,666-99.7% | $4,296-99.7% |