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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 | $58,439 | $88,710-34.1% | $81,783-28.5% | $145,959-60.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.52% | 1027.26%-1022.7pp | 775.05%-770.5pp | 561.95%-557.4pp |
| Employer contribution / active EE | $2,248 | $3,083-27.1% | $2,913-22.8% | $4,661-51.8% |
| Participant deferral / active EE | $5,750 | $4,645+23.8% | $4,320+33.1% | $6,689-14.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |