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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 | $87,936 | $147,556-40.4% | $129,031-31.8% | $198,609-55.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | -1.10% | 37.41%-38.5pp | 34.67%-35.8pp | 202.70%-203.8pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |