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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 | $27,784 | $72,465-61.7% | $67,575-58.9% | $145,884-81.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.7pp |
| Annual return | 5.33% | 7222.56%-7217.2pp | 3528.98%-3523.6pp | 551.85%-546.5pp |
| Employer contribution / active EE | $3,629 | $3,074+18.1% | $2,736+32.7% | $4,662-22.2% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $121 | $5,515-97.8% | $3,993-97.0% | $13,392-99.1% |