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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 | $65,638 | $148,629-55.8% | $135,982-51.7% | $139,487-52.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 8.54% | 79.33%-70.8pp | 68.32%-59.8pp | 373.84%-365.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $21,933 | $8,102+170.7% | $7,760+182.6% | $6,713+226.7% |
| Admin fee / account holder | $9 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |