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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 | $28,430 | $47,479-40.1% | $62,929-54.8% | $82,448-65.5% |
| Participation rate | 20.0% | 66.9%-46.9pp | 73.1%-53.1pp | 68.1%-48.1pp |
| Annual return | 8.99% | 20.34%-11.4pp | 1063.93%-1054.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,630 | $2,870-43.2% | $3,888-58.1% | $4,139-60.6% |
| Admin fee / account holder | $7 | $3,804-99.8% | $5,065-99.9% | $7,234-99.9% |