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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 | $98,394 | $817,678-88.0% | $392,568-74.9% | $152,909-35.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.1%-11.4pp | 82.5%-15.8pp |
| Annual return | 5.78% | 22.84%-17.1pp | 24.42%-18.6pp | 345.46%-339.7pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,601-100.0% |