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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 | $34,107 | $160,040-78.7% | $147,096-76.8% | $145,877-76.6% |
| Participation rate | 7.1% | 84.0%-76.9pp | 82.2%-75.0pp | 80.3%-73.2pp |
| Annual return | 0.55% | 98.49%-97.9pp | 419.75%-419.2pp | 551.28%-550.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |