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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 | $81,773 | $144,124-43.3% | $117,857-30.6% | $147,585-44.6% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 7.33% | 531.17%-523.8pp | 335.09%-327.8pp | 578.57%-571.2pp |
| Employer contribution / active EE | $1,497 | $4,897-69.4% | $3,786-60.5% | $4,876-69.3% |
| Participant deferral / active EE | $1,574 | $5,316-70.4% | $4,482-64.9% | $5,439-71.1% |
| Admin fee / account holder | $20 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |