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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 | $42,056 | $53,128-20.8% | $86,582-51.4% | $70,126-40.0% |
| Participation rate | 19.2% | 65.3%-46.1pp | 73.5%-54.3pp | 69.5%-50.3pp |
| Annual return | 11.79% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,431 | $2,695-46.9% | $3,609-60.3% | $3,332-57.0% |
| Admin fee / account holder | $25 | $3,584-99.3% | $4,904-99.5% | $4,645-99.5% |