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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 | $54,660 | $76,608-28.6% | $56,077-2.5% | $145,877-62.5% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 4.33% | 3009.59%-3005.3pp | 1709.28%-1704.9pp | 551.28%-546.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |