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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 | $46,783 | $99,011-52.7% | $86,582-46.0% | $147,586-68.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 8.44% | 1312.75%-1304.3pp | 965.08%-956.6pp | 578.59%-570.2pp |
| Employer contribution / active EE | $2,135 | $3,132-31.9% | $2,839-24.8% | $4,876-56.2% |
| Participant deferral / active EE | $7,803 | $3,972+96.4% | $3,609+116.2% | $5,439+43.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |