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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 | $54,492 | $202,345-73.1% | $172,755-68.5% | $152,885-64.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 6.01% | 1029.77%-1023.8pp | 802.94%-796.9pp | 345.39%-339.4pp |
| Employer contribution / active EE | $3,558 | $5,858-39.3% | $5,144-30.8% | $4,763-25.3% |
| Participant deferral / active EE | $3,558 | $5,948-40.2% | $5,198-31.5% | $5,851-39.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |