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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 | $19,594 | $106,008-81.5% | $92,240-78.8% | $147,586-86.7% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 1.43% | 50.05%-48.6pp | 176.29%-174.9pp | 578.59%-577.2pp |
| Employer contribution / active EE | $1,925 | $4,333-55.6% | $3,680-47.7% | $4,876-60.5% |
| Participant deferral / active EE | $3,841 | $4,478-14.2% | $3,897-1.4% | $5,439-29.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |