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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 | $26,237 | $124,330-78.9% | $109,173-76.0% | $167,536-84.3% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 4.18% | 26.04%-21.9pp | 25.75%-21.6pp | 478.82%-474.6pp |
| Employer contribution / active EE | $10,422 | $4,209+147.6% | $3,723+179.9% | $4,839+115.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $28 | $7,974-99.7% | $6,755-99.6% | $12,315-99.8% |