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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 | $56,362 | $56,431-0.1% | $130,788-56.9% | $87,485-35.6% |
| Participation rate | 40.0% | 58.9%-18.9pp | 70.1%-30.1pp | 68.9%-28.9pp |
| Annual return | 10.74% | 91.27%-80.5pp | 386.44%-375.7pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,323 | $2,749-15.5% | $4,137-43.8% | $4,274-45.6% |
| Admin fee / account holder | $38 | $4,433-99.2% | $6,673-99.4% | $7,775-99.5% |