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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 | $68,350 | $111,535-38.7% | $105,223-35.0% | $137,256-50.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 7.04% | 237.85%-230.8pp | 180.65%-173.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,864 | $5,500-11.6% | $5,072-4.1% | $6,407-24.1% |
| Admin fee / account holder | $82 | $9,721-99.2% | $8,859-99.1% | $12,270-99.3% |