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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 | $48,371 | $24,209+99.8% | $132,531-63.5% | $24,209+99.8% |
| Participation rate | 48.1% | 93.3%-45.2pp | 93.5%-45.4pp | 93.3%-45.2pp |
| Annual return | 0.79% | 3.91%-3.1pp | -2.60%+3.4pp | 3.91%-3.1pp |
| Employer contribution / active EE | $0 | $8,642-100.0% | $10,558-100.0% | $8,642-100.0% |
| Participant deferral / active EE | $2,582 | $960+168.8% | $5,911-56.3% | $960+168.8% |
| Admin fee / account holder | $0 | $1,157-100.0% | $1,049-100.0% | $1,157-100.0% |