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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 | $23,159 | $96,558-76.0% | $80,977-71.4% | $273,972-91.5% |
| Participation rate | 44.4% | 79.1%-34.6pp | 75.8%-31.4pp | 83.0%-38.6pp |
| Annual return | 1.46% | 15.14%-13.7pp | 17.11%-15.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,644 | $6,598-14.4% | $5,696-0.9% | $5,287+6.8% |
| Admin fee / account holder | $25 | $7,493-99.7% | $5,517-99.5% | $10,133-99.8% |