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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 | $33,922 | $72,273-53.1% | $101,275-66.5% | $79,856-57.5% |
| Participation rate | 10.3% | 68.5%-58.1pp | 75.8%-65.5pp | 69.6%-59.3pp |
| Annual return | 1.05% | 22.30%-21.2pp | 46.48%-45.4pp | 31.71%-30.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |