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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 | $65,802 | $81,358-19.1% | $155,556-57.7% | $80,959-18.7% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 5.78% | 33.39%-27.6pp | 64.84%-59.1pp | 35.67%-29.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $941 | $3,455-72.8% | $5,631-83.3% | $4,300-78.1% |
| Admin fee / account holder | $125 | $7,994-98.4% | $15,885-99.2% | $6,925-98.2% |