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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 | $21,841 | $84,236-74.1% | $170,435-87.2% | $70,126-68.9% |
| Participation rate | 45.2% | 70.8%-25.7pp | 83.6%-38.4pp | 69.5%-24.4pp |
| Annual return | 5.53% | 23.06%-17.5pp | 205.94%-200.4pp | 73.15%-67.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,266 | $3,086-59.0% | $4,939-74.4% | $3,332-62.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |