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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 | $97,543 | $107,363-9.1% | $92,909+5.0% | $152,897-36.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 6.93% | 145.63%-138.7pp | 109.44%-102.5pp | 345.43%-338.5pp |
| Employer contribution / active EE | $15,025 | $4,222+255.9% | $3,653+311.3% | $4,764+215.4% |
| Participant deferral / active EE | $16,667 | $4,848+243.8% | $4,238+293.3% | $5,851+184.8% |
| Admin fee / account holder | $122 | $7,082-98.3% | $5,795-97.9% | $11,599-99.0% |