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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 | $27,440 | $57,057-51.9% | $85,009-67.7% | $80,874-66.1% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 0.38% | 21.66%-21.3pp | 66.47%-66.1pp | 35.62%-35.2pp |
| Employer contribution / active EE | $3,572 | $1,799+98.6% | $2,728+30.9% | $2,756+29.6% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |