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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 | $27,012 | $48,364-44.1% | $71,796-62.4% | $62,881-57.0% |
| Participation rate | 52.7% | 60.6%-7.9pp | 69.1%-16.4pp | 69.3%-16.6pp |
| Annual return | 3.18% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,855 | $2,091-11.3% | $2,794-33.6% | $3,203-42.1% |
| Admin fee / account holder | $16 | $3,771-99.6% | $4,815-99.7% | $4,296-99.6% |