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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 | $131,565 | $81,763+60.9% | $58,561+124.7% | $139,466-5.7% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 0.60% | 7427.77%-7427.2pp | 4251.33%-4250.7pp | 373.66%-373.1pp |
| Employer contribution / active EE | $647 | $1,398-53.7% | $1,053-38.6% | $4,754-86.4% |
| Participant deferral / active EE | $3,333 | $2,555+30.5% | $1,923+73.3% | $6,712-50.3% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |