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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 | $11,343 | $100,262-88.7% | $81,370-86.1% | $145,897-92.2% |
| Participation rate | 11.1% | 74.3%-63.2pp | 69.5%-58.4pp | 80.3%-69.2pp |
| Annual return | 2.05% | 34.52%-32.5pp | 24.85%-22.8pp | 552.29%-550.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |