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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 | $33,195 | $149,741-77.8% | $118,914-72.1% | $158,982-79.1% |
| Participation rate | 25.0% | 82.1%-57.1pp | 75.4%-50.4pp | 82.0%-57.0pp |
| Annual return | 4.56% | 19.94%-15.4pp | 35.89%-31.3pp | 302.99%-298.4pp |
| Employer contribution / active EE | $2,089 | $4,119-49.3% | $3,264-36.0% | $4,763-56.1% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $141 | $8,607-98.4% | $6,582-97.9% | $11,252-98.8% |