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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 | $30,723 | $75,832-59.5% | $147,618-79.2% | $59,633-48.5% |
| Participation rate | 45.2% | 71.6%-26.4pp | 84.6%-39.5pp | 68.7%-23.5pp |
| Annual return | -2.82% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,232 | $3,131-60.7% | $4,895-74.8% | $3,192-61.4% |
| Admin fee / account holder | $64 | $5,986-98.9% | $11,612-99.4% | $4,297-98.5% |