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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 | $32,940 | $175,257-81.2% | $149,717-78.0% | $139,456-76.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.94% | 166.70%-158.8pp | 134.41%-126.5pp | 373.45%-365.5pp |
| Employer contribution / active EE | $5,239 | $5,477-4.3% | $4,820+8.7% | $4,753+10.2% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |