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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 | $84,101 | $171,930-51.1% | $151,266-44.4% | $154,746-45.7% |
| Participation rate | 16.7% | 80.5%-63.9pp | 77.0%-60.3pp | 80.7%-64.0pp |
| Annual return | 6.17% | 242.03%-235.9pp | 180.60%-174.4pp | 172.34%-166.2pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |