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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 | $30,302 | $99,345-69.5% | $84,753-64.2% | $273,972-88.9% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 0.02% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,120 | $4,214-26.0% | $3,574-12.7% | $4,869-35.9% |
| Participant deferral / active EE | $18,000 | $4,270+321.6% | $3,712+384.9% | $5,287+240.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |