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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 | $78,027-69.1% | $178,528-86.5% | $80,925-70.2% |
| Participation rate | 51.0% | 65.7%-14.7pp | 77.1%-26.1pp | 67.7%-16.6pp |
| Annual return | 0.00% | 18.09%-18.1pp | 27.11%-27.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,168-100.0% | $10,419-100.0% | $6,940-100.0% |