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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 | $65,160 | $85,766-24.0% | $136,298-52.2% | $70,126-7.1% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 2.18% | 31.46%-29.3pp | 5156.27%-5154.1pp | 73.15%-71.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,636 | $5,051+71.0% | $6,247+38.2% | $3,332+159.2% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |