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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 | $156,629 | $201,370-22.2% | $184,256-15.0% | $145,897+7.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.18% | 29.05%-20.9pp | 28.85%-20.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,500 | $7,024-64.4% | $6,427-61.1% | $4,663-46.4% |
| Participant deferral / active EE | $15,000 | $9,808+52.9% | $9,133+64.2% | $6,689+124.2% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |