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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 | $22,042 | $103,393-78.7% | $87,103-74.7% | $152,909-85.6% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 2.61% | 28.10%-25.5pp | 28.19%-25.6pp | 345.46%-342.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,131 | $4,778-55.4% | $4,049-47.4% | $5,851-63.6% |
| Admin fee / account holder | $125 | $12,195-99.0% | $7,491-98.3% | $11,601-98.9% |