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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 | $118,314 | $76,519+54.6% | $56,025+111.2% | $145,897-18.9% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 0.32% | 3017.03%-3016.7pp | 1712.69%-1712.4pp | 552.29%-552.0pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,410 | $2,624+29.9% | $1,955+74.5% | $6,689-49.0% |
| Admin fee / account holder | $76 | $3,331-97.7% | $2,828-97.3% | $13,390-99.4% |