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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 | $28,965 | $88,672-67.3% | $105,223-72.5% | $82,448-64.9% |
| Participation rate | 17.2% | 67.9%-50.7pp | 75.0%-57.8pp | 68.1%-50.8pp |
| Annual return | 4.42% | 30.86%-26.4pp | 180.65%-176.2pp | 41.64%-37.2pp |
| Employer contribution / active EE | $2,541 | $3,048-16.6% | $3,689-31.1% | $2,551-0.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $78 | $7,146-98.9% | $8,859-99.1% | $7,234-98.9% |