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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 | $27,851 | $118,875-76.6% | $96,572-71.2% | $167,553-83.4% |
| Participation rate | 30.8% | 75.5%-44.7pp | 69.8%-39.1pp | 82.1%-51.3pp |
| Annual return | 1.95% | 50.50%-48.6pp | 37.79%-35.8pp | 478.89%-476.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |