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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 | $68,475 | $107,353-36.2% | $92,903-26.3% | $152,885-55.2% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 2.13% | 145.62%-143.5pp | 109.43%-107.3pp | 345.39%-343.3pp |
| Employer contribution / active EE | $1,474 | $4,222-65.1% | $3,653-59.7% | $4,763-69.1% |
| Participant deferral / active EE | $4,750 | $4,848-2.0% | $4,238+12.1% | $5,851-18.8% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |