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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 | $87,291 | $226,135-61.4% | $182,558-52.2% | $152,909-42.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 4.70% | 192.60%-187.9pp | 148.59%-143.9pp | 345.46%-340.8pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,533 | $6,371+143.8% | $5,526+181.1% | $5,851+165.5% |
| Admin fee / account holder | $283 | $10,707-97.4% | $8,594-96.7% | $11,601-97.6% |