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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 | $13,698 | $99,011-86.2% | $86,582-84.2% | $147,586-90.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 7.09% | 1312.75%-1305.7pp | 965.08%-958.0pp | 578.59%-571.5pp |
| Employer contribution / active EE | $9,000 | $3,132+187.3% | $2,839+217.0% | $4,876+84.6% |
| Participant deferral / active EE | $2,700 | $3,972-32.0% | $3,609-25.2% | $5,439-50.4% |
| Admin fee / account holder | $173 | $5,709-97.0% | $4,904-96.5% | $10,886-98.4% |