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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 | $20,484 | $99,345-79.4% | $84,753-75.8% | $273,972-92.5% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | -1.61% | 22.93%-24.5pp | 22.78%-24.4pp | 41.46%-43.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,913 | $4,270-55.2% | $3,712-48.5% | $5,287-63.8% |
| Admin fee / account holder | $225 | $6,645-96.6% | $5,333-95.8% | $10,133-97.8% |