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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 | $245,144 | $96,491+154.1% | $75,894+223.0% | $152,885+60.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-36.0pp | 82.5%-49.1pp |
| Annual return | 6.28% | 33.98%-27.7pp | 30.76%-24.5pp | 345.39%-339.1pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,079-100.0% | $5,420-100.0% | $11,598-100.0% |