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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 | $72,446+66.8% | $67,561+78.8% | $145,877-17.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 7.97% | 7211.98%-7204.0pp | 3525.44%-3517.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,282 | $3,072-58.3% | $2,735-53.1% | $4,663-72.5% |
| Participant deferral / active EE | $1,415 | $4,785-70.4% | $4,003-64.6% | $6,691-78.8% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |