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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 | $58,817 | $61,391-4.2% | $149,723-60.7% | $71,529-17.8% |
| Participation rate | 14.2% | 62.5%-48.3pp | 78.8%-64.6pp | 67.9%-53.8pp |
| Annual return | 10.02% | 35.88%-25.9pp | 134.50%-124.5pp | 28.97%-18.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $968 | $2,921-66.9% | $5,682-83.0% | $4,291-77.5% |
| Admin fee / account holder | $195 | $1,264-84.6% | $13,215-98.5% | $1,588-87.7% |