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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 | $53,723 | $85,171-36.9% | $172,752-68.9% | $72,975-26.4% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 6.24% | 27.32%-21.1pp | 802.97%-796.7pp | 81.01%-74.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,076 | $3,260-67.0% | $5,198-79.3% | $3,608-70.2% |
| Admin fee / account holder | $182 | $5,880-96.9% | $13,955-98.7% | $5,124-96.5% |