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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 | $82,917 | $166,242-50.1% | $165,071-49.8% | $145,884-43.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 3.67% | 100.44%-96.8pp | 70.17%-66.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $12,644 | $5,283+139.3% | $4,347+190.8% | $4,662+171.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $209 | $16,658-98.7% | $12,695-98.4% | $13,392-98.4% |