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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 | $76,616 | $63,861+20.0% | $104,625-26.8% | $79,852-4.1% |
| Participation rate | 44.0% | 64.9%-20.9pp | 74.1%-30.1pp | 69.6%-25.6pp |
| Annual return | 2.61% | 21.30%-18.7pp | 340.60%-338.0pp | 31.72%-29.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |