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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 | $93,345-69.0% | $119,126-75.7% | $87,485-66.9% |
| Participation rate | 17.2% | 68.7%-51.5pp | 75.8%-58.5pp | 68.9%-51.7pp |
| Annual return | 4.42% | 19.08%-14.7pp | 282.11%-277.7pp | 26.06%-21.6pp |
| Employer contribution / active EE | $2,541 | $3,172-19.9% | $4,034-37.0% | $2,596-2.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $78 | $8,039-99.0% | $10,693-99.3% | $7,775-99.0% |