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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 | $73,602 | $81,233-9.4% | $155,567-52.7% | $80,874-9.0% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 6.39% | 33.33%-26.9pp | 64.74%-58.3pp | 35.62%-29.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |