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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 | $10,947 | $88,710-87.7% | $81,783-86.6% | $145,959-92.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.94% | 1027.26%-1018.3pp | 775.05%-766.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $624 | $3,083-79.8% | $2,913-78.6% | $4,661-86.6% |
| Participant deferral / active EE | $2,556 | $4,645-45.0% | $4,320-40.8% | $6,689-61.8% |
| Admin fee / account holder | $81 | $8,407-99.0% | $7,380-98.9% | $13,398-99.4% |