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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 | $85,422 | $160,040-46.6% | $147,096-41.9% | $145,877-41.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.97% | 98.49%-91.5pp | 419.75%-412.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $8,459 | $5,289+59.9% | $4,936+71.4% | $4,663+81.4% |
| Participant deferral / active EE | $5,405 | $8,429-35.9% | $8,071-33.0% | $6,691-19.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |