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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 | $36,054 | $47,479-24.1% | $62,929-42.7% | $82,448-56.3% |
| Participation rate | 17.5% | 66.9%-49.4pp | 73.1%-55.6pp | 68.1%-50.6pp |
| Annual return | 7.63% | 20.34%-12.7pp | 1063.93%-1056.3pp | 41.64%-34.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $919 | $2,870-68.0% | $3,888-76.4% | $4,139-77.8% |
| Admin fee / account holder | $99 | $3,804-97.4% | $5,065-98.0% | $7,234-98.6% |