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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 | $97,284 | $90,614+7.4% | $76,089+27.9% | $145,877-33.3% |
| Participation rate | 12.5% | 74.5%-62.0pp | 69.1%-56.6pp | 80.3%-67.8pp |
| Annual return | 4.79% | 623.80%-619.0pp | 360.94%-356.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $603 | $3,324-81.9% | $2,690-77.6% | $4,663-87.1% |
| Participant deferral / active EE | $1,407 | $5,168-72.8% | $4,259-67.0% | $6,691-79.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |