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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 | $161,322 | $109,872+46.8% | $98,483+63.8% | $167,536-3.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 1.78% | 1959.31%-1957.5pp | 1494.38%-1492.6pp | 478.82%-477.0pp |
| Employer contribution / active EE | $15,167 | $3,225+370.3% | $2,961+412.3% | $4,839+213.4% |
| Participant deferral / active EE | $15,167 | $4,673+224.5% | $4,276+254.7% | $6,342+139.1% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |