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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 | $157,171 | $112,935+39.2% | $90,970+72.8% | $158,966-1.1% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 3.86% | 215.79%-211.9pp | 134.58%-130.7pp | 302.95%-299.1pp |
| Employer contribution / active EE | $4,167 | $2,895+44.0% | $2,122+96.3% | $4,762-12.5% |
| Participant deferral / active EE | $4,417 | $4,129+7.0% | $3,373+30.9% | $5,983-26.2% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |