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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 | $48,314-26.6% | $67,561-47.5% | $80,925-56.2% |
| Participation rate | 8.6% | 66.4%-57.8pp | 72.9%-64.3pp | 67.7%-59.1pp |
| Annual return | 9.29% | 18.28%-9.0pp | 3525.44%-3516.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $824 | $2,927-71.8% | $4,003-79.4% | $4,299-80.8% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |