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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 | $64,736 | $72,071-10.2% | $68,368-5.3% | $137,256-52.8% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 9.96% | 353.14%-343.2pp | 292.57%-282.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,205 | $2,788-20.9% | $2,649-16.8% | $4,156-46.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |