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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 | $89,259-67.5% | $107,187-73.0% | $82,637-64.9% |
| Participation rate | 17.2% | 67.9%-50.7pp | 75.0%-57.8pp | 68.1%-50.8pp |
| Annual return | 4.42% | 21.02%-16.6pp | 204.55%-200.1pp | 53.51%-49.1pp |
| Employer contribution / active EE | $2,541 | $3,080-17.5% | $3,782-32.8% | $2,552-0.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $78 | $7,381-98.9% | $9,162-99.1% | $7,339-98.9% |