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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 | $70,450 | $202,345-65.2% | $172,755-59.2% | $152,885-53.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 10.71% | 1029.77%-1019.1pp | 802.94%-792.2pp | 345.39%-334.7pp |
| Employer contribution / active EE | $17,556 | $5,858+199.7% | $5,144+241.3% | $4,763+268.6% |
| Participant deferral / active EE | $9,667 | $5,948+62.5% | $5,198+86.0% | $5,851+65.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |