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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 | $137,205 | $142,354-3.6% | $125,529+9.3% | $155,188-11.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 74.7%-41.4pp | 80.8%-47.5pp |
| Annual return | -3.69% | 306.06%-309.8pp | 202.56%-206.3pp | 148.84%-152.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |