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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 | $107,079+29.2% | $151,266-8.5% | $87,485+58.1% |
| Participation rate | 7.1% | 71.1%-63.9pp | 77.0%-69.8pp | 68.9%-61.8pp |
| Annual return | 3.36% | 22.17%-18.8pp | 180.60%-177.2pp | 26.06%-22.7pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,059-100.0% | $13,159-100.0% | $7,775-100.0% |