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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 | $24,148 | $77,164-68.7% | $178,014-86.4% | $80,874-70.1% |
| Participation rate | 51.0% | 65.7%-14.7pp | 77.1%-26.1pp | 67.6%-16.6pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.80%-294.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,164-100.0% | $10,362-100.0% | $6,935-100.0% |