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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 | $10,691 | $78,690-86.4% | $161,489-93.4% | $87,485-87.8% |
| Participation rate | 54.8% | 67.5%-12.6pp | 78.7%-23.9pp | 68.9%-14.1pp |
| Annual return | 9.67% | 32.74%-23.1pp | 89.72%-80.1pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,147 | $3,311-65.4% | $5,630-79.6% | $4,274-73.2% |
| Admin fee / account holder | $61 | $6,724-99.1% | $16,006-99.6% | $7,775-99.2% |