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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 | $42,654 | $95,580-55.4% | $76,872-44.5% | $139,466-69.4% |
| Participation rate | 33.3% | 74.0%-40.6pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 2.70% | 55.00%-52.3pp | 37.90%-35.2pp | 373.66%-371.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |