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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 | $138,544 | $117,895+17.5% | $102,460+35.2% | $145,897-5.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 5.83% | 31.92%-26.1pp | 29.47%-23.6pp | 552.29%-546.5pp |
| Employer contribution / active EE | $25,000 | $3,619+590.8% | $3,025+726.4% | $4,663+436.2% |
| Participant deferral / active EE | $5,000 | $5,736-12.8% | $5,056-1.1% | $6,689-25.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |