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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 | $113,922 | $69,118+64.8% | $53,647+112.4% | $138,895-18.0% |
| Participation rate | 62.5% | 64.0%-1.5pp | 56.3%+6.2pp | 79.9%-17.4pp |
| Annual return | 1.50% | 248.26%-246.8pp | 358.33%-356.8pp | 145.39%-143.9pp |
| Employer contribution / active EE | $125 | $1,189-89.5% | $962-87.0% | $4,194-97.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |