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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 | $27,382 | $58,311-53.0% | $81,882-66.6% | $80,959-66.2% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.4%-20.5pp | 67.7%-15.8pp |
| Annual return | 0.64% | 41.85%-41.2pp | 779.47%-778.8pp | 35.67%-35.0pp |
| Employer contribution / active EE | $1,133 | $2,347-51.7% | $2,916-61.1% | $2,757-58.9% |
| Participant deferral / active EE | $2,077 | $3,287-36.8% | $4,323-52.0% | $4,300-51.7% |
| Admin fee / account holder | $153 | $4,752-96.8% | $7,360-97.9% | $6,925-97.8% |