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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 | $171,774 | $110,039+56.1% | $97,260+76.6% | $145,884+17.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 4.97% | 244.44%-239.5pp | 75.54%-70.6pp | 551.85%-546.9pp |
| Employer contribution / active EE | $2,500 | $3,074-18.7% | $2,721-8.1% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |