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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 | $82,882 | $209,428-60.4% | $178,498-53.6% | $158,950-47.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 0.70% | 188.78%-188.1pp | 151.09%-150.4pp | 302.91%-302.2pp |
| Employer contribution / active EE | $1,360 | $5,707-76.2% | $5,011-72.9% | $4,762-71.4% |
| Participant deferral / active EE | $5,700 | $5,955-4.3% | $5,202+9.6% | $5,983-4.7% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |