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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 | $126,167 | $111,814+12.8% | $103,374+22.0% | $145,959-13.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.74% | 24.77%-19.0pp | 24.89%-19.2pp | 561.95%-556.2pp |
| Employer contribution / active EE | $2,075 | $4,214-50.8% | $3,869-46.4% | $4,661-55.5% |
| Participant deferral / active EE | $9,676 | $5,618+72.2% | $5,058+91.3% | $6,689+44.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |