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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 | $156,202 | $160,070-2.4% | $147,117+6.2% | $145,897+7.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 2.52% | 98.69%-96.2pp | 420.54%-418.0pp | 552.29%-549.8pp |
| Employer contribution / active EE | $10,875 | $5,285+105.8% | $4,932+120.5% | $4,663+133.2% |
| Participant deferral / active EE | $7,125 | $8,419-15.4% | $8,065-11.7% | $6,689+6.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |