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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 | $130,893 | $108,942+20.1% | $100,415+30.4% | $145,897-10.3% |
| Participation rate | 28.6% | 83.0%-54.4pp | 81.5%-52.9pp | 80.3%-51.7pp |
| Annual return | 8.41% | 58.27%-49.9pp | 49.47%-41.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,035 | $8,461-52.3% | $8,091-50.1% | $6,689-39.7% |
| Admin fee / account holder | $81 | $9,702-99.2% | $7,906-99.0% | $13,390-99.4% |