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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 | $23,756 | $142,426-83.3% | $115,167-79.4% | $152,909-84.5% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.5%-57.5pp |
| Annual return | 2.52% | 41.48%-39.0pp | 35.60%-33.1pp | 345.46%-342.9pp |
| Employer contribution / active EE | $969 | $4,011-75.8% | $3,179-69.5% | $4,764-79.7% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $63 | $8,464-99.3% | $7,089-99.1% | $11,601-99.5% |