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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 | $24,014 | $109,905-78.2% | $98,506-75.6% | $167,553-85.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 0.50% | 1960.20%-1959.7pp | 1494.92%-1494.4pp | 478.89%-478.4pp |
| Employer contribution / active EE | $888 | $3,226-72.5% | $2,961-70.0% | $4,840-81.7% |
| Participant deferral / active EE | $4,000 | $4,674-14.4% | $4,277-6.5% | $6,343-36.9% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |