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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 | $73,598 | $91,198-19.3% | $178,503-58.8% | $79,856-7.8% |
| Participation rate | 46.2% | 69.2%-23.1pp | 81.9%-35.8pp | 69.6%-23.5pp |
| Annual return | 1.77% | 24.20%-22.4pp | 151.12%-149.3pp | 31.71%-29.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |