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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 | $21,939 | $52,279-58.0% | $89,414-75.5% | $79,852-72.5% |
| Participation rate | 7.0% | 57.5%-50.6pp | 68.0%-61.0pp | 69.6%-62.7pp |
| Annual return | 8.76% | 22.16%-13.4pp | 245.50%-236.7pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,284 | $1,572-18.3% | $2,586-50.4% | $2,471-48.1% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |