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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 | $160,000 | $202,342-20.9% | $172,753-7.4% | $152,909+4.6% |
| Participation rate | 4.8% | 87.1%-82.3pp | 82.6%-77.9pp | 82.5%-77.7pp |
| Annual return | 6.67% | 1029.88%-1023.2pp | 803.00%-796.3pp | 345.46%-338.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |