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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 | $124,392 | $157,296-20.9% | $141,191-11.9% | $152,897-18.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 1.54% | 64.34%-62.8pp | 71.41%-69.9pp | 345.43%-343.9pp |
| Employer contribution / active EE | $3,667 | $5,262-30.3% | $4,736-22.6% | $4,764-23.0% |
| Participant deferral / active EE | $6,333 | $7,111-10.9% | $6,710-5.6% | $5,851+8.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |