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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 | $57,665 | $107,368-46.3% | $92,915-37.9% | $152,909-62.3% |
| Participation rate | 60.9% | 79.8%-18.9pp | 76.0%-15.1pp | 82.5%-21.6pp |
| Annual return | -5.23% | 145.64%-150.9pp | 109.45%-114.7pp | 345.46%-350.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |