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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 | $145,692 | $198,457-26.6% | $170,435-14.5% | $147,586-1.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 7.14% | 257.30%-250.2pp | 205.94%-198.8pp | 578.59%-571.5pp |
| Employer contribution / active EE | $2,080 | $6,183-66.4% | $5,432-61.7% | $4,876-57.3% |
| Participant deferral / active EE | $5,200 | $5,629-7.6% | $4,939+5.3% | $5,439-4.4% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |