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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 | $66,250 | $96,361-31.2% | $80,607-17.8% | $139,456-52.5% |
| Participation rate | 11.8% | 73.6%-61.9pp | 67.0%-55.2pp | 80.3%-68.6pp |
| Annual return | 1.92% | 1350.95%-1349.0pp | 936.11%-934.2pp | 373.45%-371.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |