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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 | $138,335 | $99,971+38.4% | $161,596-14.4% | $94,015+47.1% |
| Participation rate | 7.1% | 78.7%-71.6pp | 80.7%-73.5pp | 70.8%-63.7pp |
| Annual return | 3.36% | 15.93%-12.6pp | 389.92%-386.6pp | 17.84%-14.5pp |
| Employer contribution / active EE | $0 | $3,559-100.0% | $3,977-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $6,320-100.0% | $6,750-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,999-100.0% | $13,161-100.0% | $8,951-100.0% |