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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 | $21,269 | $76,608-72.2% | $56,077-62.1% | $145,877-85.4% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.3pp | 80.3%-26.5pp |
| Annual return | 4.43% | 3009.59%-3005.2pp | 1709.28%-1704.8pp | 551.28%-546.8pp |
| Employer contribution / active EE | $1,966 | $1,382+42.3% | $1,040+89.0% | $4,663-57.8% |
| Participant deferral / active EE | $1,966 | $2,624-25.1% | $1,954+0.6% | $6,691-70.6% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |