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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 | $66,148 | $102,429-35.4% | $147,096-55.0% | $80,925-18.3% |
| Participation rate | 40.9% | 75.9%-35.0pp | 82.2%-41.3pp | 67.7%-26.7pp |
| Annual return | 4.26% | 135.02%-130.8pp | 419.75%-415.5pp | 35.65%-31.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,115 | $6,649-53.2% | $8,071-61.4% | $4,299-27.5% |
| Admin fee / account holder | $135 | $7,957-98.3% | $13,005-99.0% | $6,940-98.1% |