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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 | $13,774 | $46,599-70.4% | $64,101-78.5% | $75,173-81.7% |
| Participation rate | 46.5% | 65.9%-19.4pp | 72.3%-25.8pp | 67.2%-20.7pp |
| Annual return | 11.11% | 26.06%-14.9pp | 33.72%-22.6pp | 160.72%-149.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,457 | $2,837-48.7% | $3,881-62.5% | $4,126-64.7% |
| Admin fee / account holder | $129 | $2,956-95.7% | $3,070-95.8% | $5,651-97.7% |