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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 | $56,454 | $51,638+9.3% | $68,368-17.4% | $82,448-31.5% |
| Participation rate | 30.3% | 63.6%-33.3pp | 73.8%-43.4pp | 68.1%-37.8pp |
| Annual return | 10.21% | 37.53%-27.3pp | 292.57%-282.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,985 | $2,914-31.9% | $4,123-51.8% | $4,139-52.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |