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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 | $150,346+10.5% | $120,524+37.8% | $145,877+13.9% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 5.48% | 154.40%-148.9pp | 107.36%-101.9pp | 551.28%-545.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,000 | $6,172+288.8% | $4,994+380.6% | $6,691+258.7% |
| Admin fee / account holder | $50 | $12,215-99.6% | $9,440-99.5% | $13,402-99.6% |