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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 | $107,580 | $113,338-5.1% | $94,993+13.2% | $147,586-27.1% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 0.93% | 20.80%-19.9pp | 27.14%-26.2pp | 578.59%-577.7pp |
| Employer contribution / active EE | $7,312 | $3,160+131.3% | $2,603+180.8% | $4,876+49.9% |
| Participant deferral / active EE | $12,000 | $3,777+217.7% | $3,317+261.8% | $5,439+120.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |