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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 | $77,640 | $150,412-48.4% | $120,574-35.6% | $145,884-46.8% |
| Participation rate | 12.5% | 78.8%-66.3pp | 71.9%-59.4pp | 80.3%-67.8pp |
| Annual return | 0.68% | 154.50%-153.8pp | 107.42%-106.7pp | 551.85%-551.2pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |