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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 | $101,302+36.6% | $149,600-7.5% | $82,637+67.4% |
| Participation rate | 7.1% | 72.5%-65.4pp | 77.2%-70.0pp | 68.1%-60.9pp |
| Annual return | 3.36% | 21.39%-18.0pp | 129.59%-126.2pp | 53.51%-50.1pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $13,963-100.0% | $7,339-100.0% |