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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 | $51,310 | $68,097-24.7% | $62,929-18.5% | $137,256-62.6% |
| Participation rate | 41.2% | 77.4%-36.3pp | 73.1%-31.9pp | 80.0%-38.8pp |
| Annual return | 10.98% | 1859.11%-1848.1pp | 1063.93%-1052.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,682 | $4,553-19.1% | $3,888-5.3% | $6,407-42.5% |
| Admin fee / account holder | -$1,927 | $6,521-129.6% | $5,065-138.1% | $12,270-115.7% |