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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 | $27,285 | $90,530-69.9% | $76,030-64.1% | $145,897-81.3% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 4.99% | 625.08%-620.1pp | 361.54%-356.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |