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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 | $22,933 | $65,712-65.1% | $57,196-59.9% | $273,972-91.6% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | -2.80% | 22.01%-24.8pp | 14.59%-17.4pp | 41.46%-44.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,313 | $3,782-65.3% | $3,096-57.6% | $5,287-75.2% |
| Admin fee / account holder | $42 | $4,838-99.1% | $3,141-98.7% | $10,133-99.6% |