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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 | $17,840 | $99,345-82.0% | $84,753-79.0% | $273,972-93.5% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 0.96% | 22.93%-22.0pp | 22.78%-21.8pp | 41.46%-40.5pp |
| Employer contribution / active EE | $2,166 | $4,214-48.6% | $3,574-39.4% | $4,869-55.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |