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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 | $16,880 | $49,976-66.2% | $66,674-74.7% | $82,637-79.6% |
| Participation rate | 57.7% | 63.1%-5.4pp | 73.7%-16.0pp | 68.1%-10.4pp |
| Annual return | 8.13% | 39.09%-31.0pp | 321.24%-313.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |