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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 | $35,199 | $88,754-60.3% | $81,820-57.0% | $145,877-75.9% |
| Participation rate | 10.0% | 75.1%-65.1pp | 72.4%-62.4pp | 80.3%-70.3pp |
| Annual return | 6.72% | 1031.77%-1025.1pp | 777.93%-771.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $236 | $8,424-97.2% | $7,391-96.8% | $13,402-98.2% |