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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 | $77,524 | $129,737-40.2% | $119,126-34.9% | $154,746-49.9% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 2.69% | 379.08%-376.4pp | 282.11%-279.4pp | 172.34%-169.6pp |
| Employer contribution / active EE | $15,000 | $4,375+242.9% | $4,034+271.9% | $4,379+242.5% |
| Participant deferral / active EE | $23,500 | $5,842+302.3% | $5,318+341.9% | $6,730+249.2% |
| Admin fee / account holder | $221 | $11,961-98.2% | $10,693-97.9% | $14,365-98.5% |