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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 | $102,526 | $197,637-48.1% | $177,848-42.4% | $158,982-35.5% |
| Participation rate | 13.0% | 88.5%-75.5pp | 87.7%-74.7pp | 82.0%-68.9pp |
| Annual return | 0.24% | 58.77%-58.5pp | 48.33%-48.1pp | 302.99%-302.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |