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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 | $31,717 | $41,377-23.3% | $109,313-71.0% | $62,881-49.6% |
| Participation rate | 26.5% | 57.5%-31.1pp | 71.3%-44.8pp | 69.3%-42.8pp |
| Annual return | -1.12% | 11.05%-12.2pp | 22.07%-23.2pp | 20.14%-21.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,095 | $2,045-46.5% | $3,166-65.4% | $3,203-65.8% |
| Admin fee / account holder | $12 | $2,884-99.6% | $5,666-99.8% | $4,296-99.7% |