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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 | $74,074 | $142,426-48.0% | $115,167-35.7% | $152,909-51.6% |
| Participation rate | 40.0% | 82.4%-42.4pp | 75.9%-35.9pp | 82.5%-42.5pp |
| Annual return | 6.56% | 41.48%-34.9pp | 35.60%-29.0pp | 345.46%-338.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |