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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 | $49,067 | $175,259-72.0% | $149,723-67.2% | $139,487-64.8% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 10.65% | 166.82%-156.2pp | 134.50%-123.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $1,547 | $5,478-71.8% | $4,821-67.9% | $4,755-67.5% |
| Participant deferral / active EE | $3,136 | $6,522-51.9% | $5,682-44.8% | $6,713-53.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |