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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 | $45,882 | $217,432-78.9% | $185,851-75.3% | $167,553-72.6% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | -25.35% | 148.43%-173.8pp | 122.11%-147.5pp | 478.89%-504.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $70 | $19,820-99.6% | $16,245-99.6% | $12,316-99.4% |