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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 | $42,068 | $54,763-23.2% | $90,324-53.4% | $72,976-42.4% |
| Participation rate | 15.2% | 65.2%-50.0pp | 73.3%-58.1pp | 69.5%-54.3pp |
| Annual return | 12.61% | 30.63%-18.0pp | 78.15%-65.5pp | 81.02%-68.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $839 | $2,887-70.9% | $3,885-78.4% | $3,608-76.7% |
| Admin fee / account holder | $25 | $3,973-99.4% | $5,356-99.5% | $5,124-99.5% |