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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 | $70,968 | $149,679-52.6% | $117,039-39.4% | $147,586-51.9% |
| Participation rate | 28.6% | 83.5%-54.9pp | 77.2%-48.6pp | 82.8%-54.3pp |
| Annual return | 3.80% | 19.31%-15.5pp | 18.95%-15.1pp | 578.59%-574.8pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $7,856-99.8% | $5,974-99.7% | $10,886-99.8% |