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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 | $20,770 | $103,008-79.8% | $90,304-77.0% | $152,897-86.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 9.83% | 95.22%-85.4pp | 78.13%-68.3pp | 345.43%-335.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,129 | $4,281-50.3% | $3,885-45.2% | $5,851-63.6% |
| Admin fee / account holder | $12 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |