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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 | $18,312 | $50,554-63.8% | $67,681-72.9% | $87,485-79.1% |
| Participation rate | 65.8% | 67.7%-1.9pp | 73.7%-7.9pp | 68.9%-3.1pp |
| Annual return | 9.40% | 17.81%-8.4pp | 590.58%-581.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,568 | $2,961-47.1% | $3,976-60.6% | $4,274-63.3% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |