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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 | $157,629 | $175,231-10.0% | $149,696+5.3% | $139,466+13.0% |
| Participation rate | 7.7% | 83.4%-75.7pp | 78.8%-71.1pp | 80.3%-72.6pp |
| Annual return | -12.50% | 166.77%-179.3pp | 134.46%-147.0pp | 373.66%-386.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |