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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 | $42,411 | $226,105-81.2% | $182,540-76.8% | $152,897-72.3% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 0.13% | 192.58%-192.4pp | 148.58%-148.4pp | 345.43%-345.3pp |
| Employer contribution / active EE | $7,590 | $4,978+52.5% | $4,076+86.2% | $4,764+59.3% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |