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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 | $155,000 | $217,432-28.7% | $185,851-16.6% | $167,553-7.5% |
| Participation rate | 6.3% | 86.1%-79.8pp | 81.7%-75.5pp | 82.1%-75.9pp |
| Annual return | 3.33% | 148.43%-145.1pp | 122.11%-118.8pp | 478.89%-475.6pp |
| 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 | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |