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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 | $85,257 | $175,259-51.4% | $149,723-43.1% | $139,487-38.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.61% | 166.82%-160.2pp | 134.50%-127.9pp | 373.84%-367.2pp |
| Employer contribution / active EE | $22,760 | $5,478+315.5% | $4,821+372.1% | $4,755+378.7% |
| Participant deferral / active EE | $11,250 | $6,522+72.5% | $5,682+98.0% | $6,713+67.6% |
| Admin fee / account holder | $61 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |