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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 | $30,059 | $85,171-64.7% | $172,753-82.6% | $72,976-58.8% |
| Participation rate | 60.5% | 70.1%-9.5pp | 82.6%-22.1pp | 69.5%-9.0pp |
| Annual return | 5.09% | 27.32%-22.2pp | 803.00%-797.9pp | 81.02%-75.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,685 | $3,260-17.6% | $5,198-48.3% | $3,608-25.6% |
| Admin fee / account holder | $26 | $5,880-99.6% | $13,956-99.8% | $5,124-99.5% |