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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 | $12,217 | $81,358-85.0% | $155,556-92.1% | $80,959-84.9% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 6.05% | 33.39%-27.3pp | 64.84%-58.8pp | 35.67%-29.6pp |
| Employer contribution / active EE | $5,555 | $3,106+78.8% | $4,675+18.8% | $2,757+101.5% |
| Participant deferral / active EE | $1,276 | $3,455-63.1% | $5,631-77.3% | $4,300-70.3% |
| Admin fee / account holder | $13 | $7,994-99.8% | $15,885-99.9% | $6,925-99.8% |