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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 | $58,119 | $71,215-18.4% | $93,696-38.0% | $80,935-28.2% |
| Participation rate | 3.8% | 60.4%-56.6pp | 68.7%-64.9pp | 67.7%-63.8pp |
| Annual return | 9.40% | 11.27%-1.9pp | 133.74%-124.3pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |