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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 | $30,784 | $63,082-51.2% | $81,716-62.3% | $79,852-61.4% |
| Participation rate | 57.7% | 67.5%-9.8pp | 72.0%-14.3pp | 69.6%-11.9pp |
| Annual return | 5.82% | 22.66%-16.8pp | 29.49%-23.7pp | 31.72%-25.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $266 | $4,428-94.0% | $5,159-94.8% | $5,306-95.0% |