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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 | $10,202 | $70,366-85.5% | $66,674-84.7% | $138,895-92.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 9.81% | 386.41%-376.6pp | 321.24%-311.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,145 | $4,374-73.8% | $4,084-72.0% | $6,396-82.1% |
| Admin fee / account holder | $30 | $5,262-99.4% | $5,098-99.4% | $12,562-99.8% |