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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 | $85,615 | $185,225-53.8% | $142,898-40.1% | $167,536-48.9% |
| Participation rate | 47.6% | 78.5%-30.9pp | 72.0%-24.3pp | 82.1%-34.5pp |
| Annual return | 2.94% | 8558.12%-8555.2pp | 5639.64%-5636.7pp | 478.82%-475.9pp |
| Employer contribution / active EE | $2,208 | $5,607-60.6% | $4,146-46.7% | $4,839-54.4% |
| Participant deferral / active EE | $6,463 | $4,496+43.8% | $3,838+68.4% | $6,342+1.9% |
| Admin fee / account holder | $80 | $8,032-99.0% | $6,560-98.8% | $12,315-99.3% |