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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 | $147,262 | $106,008+38.9% | $92,240+59.7% | $147,586-0.2% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | 9.35% | 50.05%-40.7pp | 176.29%-166.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $2,196 | $4,333-49.3% | $3,680-40.3% | $4,876-55.0% |
| Participant deferral / active EE | $3,500 | $4,478-21.8% | $3,897-10.2% | $5,439-35.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |