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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 | $47,473 | $88,710-46.5% | $81,783-42.0% | $145,959-67.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.88% | 1027.26%-1018.4pp | 775.05%-766.2pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,663 | $3,083-13.6% | $2,913-8.6% | $4,661-42.9% |
| Participant deferral / active EE | $5,437 | $4,645+17.1% | $4,320+25.8% | $6,689-18.7% |
| Admin fee / account holder | $1 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |