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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 | $25,974 | $47,848-45.7% | $81,473-68.1% | $70,126-63.0% |
| Participation rate | 34.6% | 58.3%-23.7pp | 68.0%-33.3pp | 69.5%-34.9pp |
| Annual return | 12.43% | 27.25%-14.8pp | 38.78%-26.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $878 | $2,453-64.2% | $3,537-75.2% | $3,332-73.7% |
| Admin fee / account holder | $12 | $3,145-99.6% | $4,561-99.7% | $4,645-99.8% |