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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 | $157,672 | $202,345-22.1% | $172,755-8.7% | $152,885+3.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 7.39% | 1029.77%-1022.4pp | 802.94%-795.6pp | 345.39%-338.0pp |
| Employer contribution / active EE | $2,650 | $5,858-54.8% | $5,144-48.5% | $4,763-44.4% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $255 | $17,111-98.5% | $13,955-98.2% | $11,598-97.8% |