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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 | $136,726 | $157,296-13.1% | $141,191-3.2% | $152,897-10.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 14.23% | 64.34%-50.1pp | 71.41%-57.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $10,000 | $5,262+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $22 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |