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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 | $42,476 | $99,031-57.1% | $86,597-50.9% | $147,585-71.2% |
| Participation rate | 4.5% | 76.3%-71.8pp | 73.5%-69.0pp | 82.8%-78.3pp |
| Annual return | 5.16% | 1312.56%-1307.4pp | 964.96%-959.8pp | 578.57%-573.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |