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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 | $89,734 | $118,708-24.4% | $98,920-9.3% | $158,966-43.6% |
| Participation rate | 56.3% | 77.8%-21.6pp | 76.0%-19.8pp | 82.0%-25.7pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,515 | $3,334-54.6% | $2,689-43.7% | $4,762-68.2% |
| Participant deferral / active EE | $3,824 | $5,089-24.9% | $4,245-9.9% | $5,983-36.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |