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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 | $96,551 | $129,737-25.6% | $119,126-19.0% | $154,746-37.6% |
| Participation rate | 38.5% | 78.9%-40.4pp | 75.8%-37.3pp | 80.7%-42.2pp |
| Annual return | 5.42% | 379.08%-373.7pp | 282.11%-276.7pp | 172.34%-166.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $295 | $11,961-97.5% | $10,693-97.2% | $14,365-97.9% |