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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 | $90,695 | $78,690+15.3% | $161,489-43.8% | $87,485+3.7% |
| Participation rate | 26.7% | 67.5%-40.8pp | 78.7%-52.0pp | 68.9%-42.3pp |
| Annual return | 7.10% | 32.74%-25.6pp | 89.72%-82.6pp | 26.06%-19.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $30 | $6,724-99.6% | $16,006-99.8% | $7,775-99.6% |