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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 | $30,109 | $58,888-48.9% | $178,499-83.1% | $73,493-59.0% |
| Participation rate | 16.2% | 66.2%-50.0pp | 81.9%-65.7pp | 70.7%-54.5pp |
| Annual return | 2.55% | 24.86%-22.3pp | 151.10%-148.6pp | 28.51%-26.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,210 | $2,568-52.9% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $196 | $400-51.0% | $13,986-98.6% | $513-61.8% |