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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 | $57,487 | $149,741-61.6% | $118,914-51.7% | $158,982-63.8% |
| Participation rate | 33.3% | 82.1%-48.8pp | 75.4%-42.1pp | 82.0%-48.6pp |
| Annual return | 0.00% | 19.94%-19.9pp | 35.89%-35.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,352 | $4,119-67.2% | $3,264-58.6% | $4,763-71.6% |
| Participant deferral / active EE | $8,667 | $5,226+65.9% | $4,266+103.2% | $5,983+44.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |