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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 | $58,241-53.0% | $81,780-66.5% | $80,911-66.2% |
| Participation rate | 51.9% | 63.4%-11.6pp | 72.4%-20.5pp | 67.6%-15.8pp |
| Annual return | 0.64% | 41.73%-41.1pp | 776.27%-775.6pp | 35.63%-35.0pp |
| Employer contribution / active EE | $1,133 | $2,343-51.6% | $2,914-61.1% | $2,756-58.9% |
| Participant deferral / active EE | $2,077 | $3,283-36.7% | $4,321-51.9% | $4,297-51.7% |
| Admin fee / account holder | $153 | $4,973-96.9% | $7,384-97.9% | $6,935-97.8% |