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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 | $103,882 | $202,342-48.7% | $172,752-39.9% | $152,897-32.1% |
| Participation rate | 10.0% | 87.1%-77.1pp | 82.6%-72.6pp | 82.5%-72.5pp |
| Annual return | 9.69% | 1029.83%-1020.1pp | 802.97%-793.3pp | 345.43%-335.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $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 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |