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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 | $87,899 | $88,815-1.0% | $81,882+7.3% | $145,897-39.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1033.75%-1033.7pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,989 | $3,086-35.6% | $2,916-31.8% | $4,663-57.3% |
| Participant deferral / active EE | $16,800 | $4,647+261.5% | $4,323+288.6% | $6,689+151.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |