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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 | $167,069 | $102,696+62.7% | $86,235+93.7% | $139,487+19.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 5.73% | 1925.91%-1920.2pp | 1170.03%-1164.3pp | 373.84%-368.1pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |