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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 | $13,310 | $46,599-71.4% | $64,101-79.2% | $75,173-82.3% |
| Participation rate | 55.8% | 65.9%-10.1pp | 72.3%-16.5pp | 67.2%-11.4pp |
| Annual return | 11.25% | 26.06%-14.8pp | 33.72%-22.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,166 | $2,837-58.9% | $3,881-70.0% | $4,126-71.7% |
| Admin fee / account holder | $113 | $2,956-96.2% | $3,070-96.3% | $5,651-98.0% |