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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 | $40,401 | $103,000-60.8% | $90,300-55.3% | $152,885-73.6% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 9.44% | 95.19%-85.8pp | 78.11%-68.7pp | 345.39%-335.9pp |
| Employer contribution / active EE | $2,022 | $3,138-35.6% | $2,854-29.1% | $4,763-57.5% |
| Participant deferral / active EE | $2,395 | $4,281-44.1% | $3,884-38.4% | $5,851-59.1% |
| Admin fee / account holder | $24 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |