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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 | $166,093 | $150,435+10.4% | $120,580+37.7% | $145,897+13.8% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 5.48% | 154.60%-149.1pp | 107.48%-102.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,000 | $6,174+288.7% | $4,995+380.4% | $6,689+258.8% |
| Admin fee / account holder | $50 | $12,182-99.6% | $9,418-99.5% | $13,390-99.6% |