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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 | $43,967 | $91,179-51.8% | $178,499-75.4% | $79,852-44.9% |
| Participation rate | 25.9% | 69.2%-43.3pp | 81.9%-56.1pp | 69.6%-43.8pp |
| Annual return | 2.81% | 24.19%-21.4pp | 151.10%-148.3pp | 31.72%-28.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,245 | $3,236-61.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $284 | $6,749-95.8% | $13,986-98.0% | $5,306-94.6% |