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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 | $21,050 | $88,754-76.3% | $81,820-74.3% | $145,877-85.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 9.46% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,893 | $4,648-16.2% | $4,323-9.9% | $6,691-41.8% |
| Admin fee / account holder | $134 | $8,424-98.4% | $7,391-98.2% | $13,402-99.0% |