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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 | $60,242 | $71,230-15.4% | $93,727-35.7% | $80,959-25.6% |
| Participation rate | 5.9% | 60.4%-54.5pp | 68.7%-62.8pp | 67.7%-61.8pp |
| Annual return | 7.26% | 11.26%-4.0pp | 133.83%-126.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $135 | $6,961-98.1% | $8,292-98.4% | $6,925-98.1% |