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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 | $14,424 | $60,139-76.0% | $90,461-84.1% | $79,856-81.9% |
| Participation rate | 4.5% | 65.0%-60.4pp | 72.7%-68.1pp | 69.6%-65.1pp |
| Annual return | 3.54% | 71.96%-68.4pp | 1294.76%-1291.2pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |