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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 | $210,555 | $108,882+93.4% | $96,754+117.6% | $154,746+36.1% |
| Participation rate | 7.7% | 75.1%-67.4pp | 70.3%-62.6pp | 80.7%-73.0pp |
| Annual return | 2.43% | 98.39%-96.0pp | 82.04%-79.6pp | 172.34%-169.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |