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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 | $31,421 | $91,198-65.5% | $178,503-82.4% | $79,856-60.7% |
| Participation rate | 55.8% | 69.2%-13.4pp | 81.9%-26.1pp | 69.6%-13.8pp |
| Annual return | 3.50% | 24.20%-20.7pp | 151.12%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,645 | $3,237-18.3% | $5,202-49.2% | $3,741-29.3% |
| Admin fee / account holder | $176 | $6,748-97.4% | $13,987-98.7% | $5,306-96.7% |