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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 | $15,187 | $51,638-70.6% | $68,368-77.8% | $82,448-81.6% |
| Participation rate | 9.1% | 63.6%-54.5pp | 73.8%-64.7pp | 68.1%-59.0pp |
| Annual return | 13.30% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $575 | $2,914-80.3% | $4,123-86.0% | $4,139-86.1% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |