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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 | $194,759 | $112,121+73.7% | $95,960+103.0% | $158,966+22.5% |
| Participation rate | 30.0% | 79.0%-49.0pp | 77.1%-47.1pp | 82.0%-52.0pp |
| Annual return | 3.24% | 171.16%-167.9pp | 91.63%-88.4pp | 302.95%-299.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $39 | $10,135-99.6% | $6,797-99.4% | $11,250-99.7% |