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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 | $98,462 | $150,447-34.6% | $136,298-27.8% | $147,586-33.3% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 9.84% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $30 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |