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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 | $62,200 | $132,634-53.1% | $115,768-46.3% | $137,256-54.7% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.4%-54.4pp | 80.0%-60.0pp |
| Annual return | -7.25% | 160.70%-167.9pp | 100.46%-107.7pp | 220.34%-227.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |