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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 | $54,185 | $171,867-68.5% | $149,718-63.8% | $147,585-63.3% |
| Participation rate | 52.9% | 88.2%-35.2pp | 87.1%-34.1pp | 82.8%-29.9pp |
| Annual return | 5.97% | 2113.36%-2107.4pp | 1501.70%-1495.7pp | 578.57%-572.6pp |
| Employer contribution / active EE | $5,882 | $6,275-6.3% | $5,444+8.0% | $4,876+20.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $201 | $13,799-98.5% | $11,283-98.2% | $10,885-98.2% |