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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 | $15,291 | $93,064-83.6% | $74,577-79.5% | $273,972-94.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | -3.03% | 26.18%-29.2pp | 20.47%-23.5pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $618 | $4,160-85.2% | $3,458-82.1% | $5,287-88.3% |
| Admin fee / account holder | $28 | $5,273-99.5% | $4,138-99.3% | $10,133-99.7% |