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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 | $78,015-69.0% | $178,505-86.5% | $80,959-70.2% |
| Participation rate | 51.0% | 65.7%-14.7pp | 77.1%-26.1pp | 67.7%-16.6pp |
| Annual return | 0.00% | 18.10%-18.1pp | 27.16%-27.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |