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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 | $36,927 | $32,037+15.3% | $69,182-46.6% | $62,881-41.3% |
| Participation rate | 17.7% | 43.4%-25.7pp | 55.1%-37.4pp | 69.3%-51.6pp |
| Annual return | 0.31% | 15.16%-14.9pp | -21.93%+22.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $373 | $679-45.0% | $1,206-69.1% | $2,281-83.6% |
| Participant deferral / active EE | $786 | $1,185-33.7% | $1,897-58.5% | $3,203-75.4% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |