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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 | $84,783 | $142,426-40.5% | $115,167-26.4% | $152,909-44.6% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 0.75% | 41.48%-40.7pp | 35.60%-34.9pp | 345.46%-344.7pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $24,000 | $5,165+364.7% | $4,169+475.7% | $5,851+310.2% |
| Admin fee / account holder | $50 | $8,464-99.4% | $7,089-99.3% | $11,601-99.6% |