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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 | $68,415 | $117,895-42.0% | $102,460-33.2% | $145,897-53.1% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 3.31% | 31.92%-28.6pp | 29.47%-26.2pp | 552.29%-549.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,393 | $5,736-58.3% | $5,056-52.7% | $6,689-64.2% |
| Admin fee / account holder | $121 | $13,353-99.1% | $9,460-98.7% | $13,390-99.1% |