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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 | $51,890 | $160,040-67.6% | $147,096-64.7% | $145,877-64.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.40% | 98.49%-94.1pp | 419.75%-415.3pp | 551.28%-546.9pp |
| Employer contribution / active EE | $25,790 | $5,289+387.6% | $4,936+422.5% | $4,663+453.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $111 | $15,050-99.3% | $13,005-99.1% | $13,402-99.2% |