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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 | $22,287 | $90,691-75.4% | $76,119-70.7% | $145,884-84.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 3.10% | 624.52%-621.4pp | 361.25%-358.1pp | 551.85%-548.7pp |
| Employer contribution / active EE | $5,479 | $3,329+64.6% | $2,693+103.5% | $4,662+17.5% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |