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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 | $34,140 | $53,128-35.7% | $86,582-60.6% | $70,126-51.3% |
| Participation rate | 23.3% | 65.3%-42.0pp | 73.5%-50.2pp | 69.5%-46.2pp |
| Annual return | 10.59% | 27.66%-17.1pp | 965.08%-954.5pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $62 | $3,584-98.3% | $4,904-98.7% | $4,645-98.7% |