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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 | $46,659 | $60,128-22.4% | $90,440-48.4% | $79,852-41.6% |
| Participation rate | 45.7% | 65.0%-19.3pp | 72.7%-27.0pp | 69.6%-24.0pp |
| Annual return | 9.10% | 71.95%-62.8pp | 1294.38%-1285.3pp | 31.72%-22.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $774 | $2,939-73.7% | $3,964-80.5% | $3,740-79.3% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |