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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 | $87,244 | $148,629-41.3% | $135,982-35.8% | $139,487-37.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.75% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $3,000 | $5,247-42.8% | $4,859-38.3% | $4,755-36.9% |
| Participant deferral / active EE | $6,000 | $8,102-25.9% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $159 | $12,406-98.7% | $10,767-98.5% | $11,407-98.6% |