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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 | $26,933 | $45,079-40.3% | $69,461-61.2% | $72,986-63.1% |
| Participation rate | 52.8% | 68.5%-15.7pp | 74.6%-21.8pp | 69.5%-16.7pp |
| Annual return | 4.55% | 22.65%-18.1pp | 28.97%-24.4pp | 81.01%-76.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,423 | $2,603-45.3% | $3,536-59.8% | $3,607-60.6% |
| Admin fee / account holder | $128 | $3,056-95.8% | $3,840-96.7% | $5,124-97.5% |