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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 | $160,040-2.4% | $147,096+6.2% | $145,877+7.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 2.52% | 98.49%-96.0pp | 419.75%-417.2pp | 551.28%-548.8pp |
| Employer contribution / active EE | $10,875 | $5,289+105.6% | $4,936+120.3% | $4,663+133.2% |
| Participant deferral / active EE | $7,125 | $8,429-15.5% | $8,071-11.7% | $6,691+6.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |