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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 | $202,767 | $161,352+25.7% | $134,172+51.1% | $137,256+47.7% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | -0.01% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |