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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 | $191,016 | $183,516+4.1% | $155,534+22.8% | $145,884+30.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.13% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $2,747 | $5,315-48.3% | $4,675-41.2% | $4,662-41.1% |
| Participant deferral / active EE | $9,653 | $6,467+49.3% | $5,630+71.4% | $6,690+44.3% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |