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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 | $84,626 | $160,070-47.1% | $147,117-42.5% | $145,897-42.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.21% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,759 | $8,419-55.4% | $8,065-53.4% | $6,689-43.8% |
| Admin fee / account holder | $159 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |