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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 | $114,119-32.1% | $107,187-27.7% | $138,895-44.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 2.69% | 273.21%-270.5pp | 204.55%-201.9pp | 145.39%-142.7pp |
| Employer contribution / active EE | $15,000 | $4,059+269.6% | $3,782+296.6% | $4,194+257.6% |
| Participant deferral / active EE | $23,500 | $5,538+324.4% | $5,096+361.1% | $6,396+267.4% |
| Admin fee / account holder | $221 | $10,024-97.8% | $9,162-97.6% | $12,562-98.2% |