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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 | $62,673 | $165,381-62.1% | $149,730-58.1% | $158,966-60.6% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | -3.38% | 348.29%-351.7pp | 276.70%-280.1pp | 302.95%-306.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $149 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |