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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 | $121,007 | $96,361+25.6% | $80,607+50.1% | $139,456-13.2% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.8pp |
| Annual return | 4.50% | 1350.95%-1346.4pp | 936.11%-931.6pp | 373.45%-368.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |