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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 | $104,975 | $118,708-11.6% | $98,920+6.1% | $158,966-34.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 4.27% | 372.49%-368.2pp | 196.47%-192.2pp | 302.95%-298.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,400 | $5,089-52.8% | $4,245-43.5% | $5,983-59.9% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,250-99.8% |