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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 | $116,789 | $183,516-36.4% | $155,534-24.9% | $145,884-19.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.98% | 61.43%-56.4pp | 64.92%-59.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $1,526 | $5,315-71.3% | $4,675-67.4% | $4,662-67.3% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |