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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 | $41,955 | $39,132+7.2% | $57,196-26.6% | $62,881-33.3% |
| Participation rate | 44.8% | 70.5%-25.7pp | 75.3%-30.5pp | 69.3%-24.5pp |
| Annual return | -1.05% | 9.24%-10.3pp | 14.59%-15.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,304 | $2,374+39.1% | $3,096+6.7% | $3,203+3.1% |
| Admin fee / account holder | $152 | $2,594-94.1% | $3,141-95.1% | $4,296-96.5% |