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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 | $183,648 | $109,872+67.1% | $98,483+86.5% | $167,536+9.6% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 8.65% | 1959.31%-1950.7pp | 1494.38%-1485.7pp | 478.82%-470.2pp |
| Employer contribution / active EE | $1,495 | $3,225-53.6% | $2,961-49.5% | $4,839-69.1% |
| Participant deferral / active EE | $2,587 | $4,673-44.7% | $4,276-39.5% | $6,342-59.2% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |