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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 | $16,017 | $72,446-77.9% | $67,561-76.3% | $145,877-89.0% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 7.98% | 7211.98%-7204.0pp | 3525.44%-3517.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $557 | $3,072-81.9% | $2,735-79.6% | $4,663-88.1% |
| Participant deferral / active EE | $2,848 | $4,785-40.5% | $4,003-28.9% | $6,691-57.4% |
| Admin fee / account holder | -$385 | $5,541-106.9% | $4,006-109.6% | $13,402-102.9% |