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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 | $120,833 | $72,426+66.8% | $67,560+78.9% | $145,897-17.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 7.97% | 7226.78%-7218.8pp | 3533.50%-3525.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,282 | $3,074-58.3% | $2,737-53.2% | $4,663-72.5% |
| Participant deferral / active EE | $1,415 | $4,785-70.4% | $4,004-64.7% | $6,689-78.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |