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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 | $6,780 | $56,060-87.9% | $76,002-91.1% | $80,874-91.6% |
| Participation rate | 56.1% | 62.0%-5.9pp | 69.1%-13.0pp | 67.6%-11.5pp |
| Annual return | 0.00% | 20.54%-20.5pp | 360.07%-360.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $887 | $1,873-52.6% | $2,688-67.0% | $2,756-67.8% |
| Participant deferral / active EE | $1,207 | $3,051-60.4% | $4,257-71.6% | $4,297-71.9% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |