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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 | $141,530 | $174,379-18.8% | $152,093-6.9% | $138,895+1.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 3.40% | 74.86%-71.5pp | 66.36%-63.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $12,501 | $4,652+168.7% | $4,175+199.4% | $4,194+198.1% |
| Participant deferral / active EE | $11,748 | $6,159+90.7% | $5,451+115.5% | $6,396+83.7% |
| Admin fee / account holder | $60 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |