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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 | $57,119-52.0% | $85,187-67.8% | $80,935-66.1% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 0.38% | 21.70%-21.3pp | 66.67%-66.3pp | 35.66%-35.3pp |
| Employer contribution / active EE | $3,572 | $1,802+98.3% | $2,732+30.7% | $2,757+29.6% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |