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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 | $35,464 | $48,337-26.6% | $67,560-47.5% | $80,959-56.2% |
| Participation rate | 8.6% | 66.4%-57.9pp | 72.9%-64.4pp | 67.7%-59.1pp |
| Annual return | 9.29% | 18.26%-9.0pp | 3533.50%-3524.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $824 | $2,928-71.9% | $4,004-79.4% | $4,300-80.8% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |