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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 | $179,652 | $106,280+69.0% | $96,538+86.1% | $139,487+28.8% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 6.47% | 38.48%-32.0pp | 35.74%-29.3pp | 373.84%-367.4pp |
| Employer contribution / active EE | $2,008 | $4,107-51.1% | $3,740-46.3% | $4,755-57.8% |
| Participant deferral / active EE | $7,648 | $5,457+40.2% | $4,880+56.7% | $6,713+13.9% |
| Admin fee / account holder | $148 | $7,888-98.1% | $6,737-97.8% | $11,407-98.7% |