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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 | $30,905 | $70,366-56.1% | $66,674-53.6% | $138,895-77.7% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | 9.00% | 386.41%-377.4pp | 321.24%-312.2pp | 145.39%-136.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |