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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 | $188,623 | $124,346+51.7% | $111,308+69.5% | $167,536+12.6% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 8.05% | 37.45%-29.4pp | 54.67%-46.6pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,750 | $3,437-49.1% | $2,732-35.9% | $4,839-63.8% |
| Participant deferral / active EE | $7,625 | $5,182+47.2% | $4,487+69.9% | $6,342+20.2% |
| Admin fee / account holder | $8 | $10,621-99.9% | $7,965-99.9% | $12,315-99.9% |