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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 | $127,032 | $114,119+11.3% | $107,187+18.5% | $138,895-8.5% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 79.9%-33.3pp |
| Annual return | 6.18% | 273.21%-267.0pp | 204.55%-198.4pp | 145.39%-139.2pp |
| Employer contribution / active EE | $2,261 | $4,059-44.3% | $3,782-40.2% | $4,194-46.1% |
| Participant deferral / active EE | $5,870 | $5,538+6.0% | $5,096+15.2% | $6,396-8.2% |
| Admin fee / account holder | $205 | $10,024-98.0% | $9,162-97.8% | $12,562-98.4% |