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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 | $118,873 | $165,399-28.1% | $149,745-20.6% | $158,982-25.2% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 7.86% | 348.34%-340.5pp | 276.72%-268.9pp | 302.99%-295.1pp |
| Employer contribution / active EE | $13,141 | $5,105+157.4% | $4,646+182.9% | $4,763+175.9% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $188 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |