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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 | $18,812 | $65,566-71.3% | $86,235-78.2% | $75,177-75.0% |
| Participation rate | 1.9% | 60.5%-58.6pp | 69.0%-67.0pp | 67.2%-65.3pp |
| Annual return | 3.19% | 46.07%-42.9pp | 1170.03%-1166.8pp | 160.75%-157.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |