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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 | $77,814+16.6% | $158,223-42.7% | $86,983+4.3% |
| Participation rate | 26.7% | 68.4%-41.7pp | 79.2%-52.5pp | 69.5%-42.9pp |
| Annual return | 7.10% | 30.54%-23.4pp | 52.09%-45.0pp | 25.83%-18.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $30 | $5,879-99.5% | $16,047-99.8% | $7,856-99.6% |