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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 | $97,959 | $232,540-57.9% | $185,117-47.1% | $147,586-33.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | -0.24% | 43.03%-43.3pp | 40.50%-40.7pp | 578.59%-578.8pp |
| Employer contribution / active EE | $14,433 | $5,195+177.8% | $4,182+245.2% | $4,876+196.0% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |