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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 | $239,321 | $159,978+49.6% | $147,041+62.8% | $145,978+63.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 1.30% | 98.36%-97.1pp | 419.21%-417.9pp | 550.52%-549.2pp |
| Employer contribution / active EE | $2,265 | $5,288-57.2% | $4,935-54.1% | $4,662-51.4% |
| Participant deferral / active EE | $6,949 | $8,429-17.6% | $8,071-13.9% | $6,690+3.9% |
| Admin fee / account holder | $2 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |