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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 | $59,649 | $86,050-30.7% | $189,758-68.6% | $94,015-36.6% |
| Participation rate | 38.8% | 68.9%-30.1pp | 79.8%-41.0pp | 70.8%-32.0pp |
| Annual return | 6.04% | 17.77%-11.7pp | 52.62%-46.6pp | 17.84%-11.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |