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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 | $212,061 | $159,978+32.6% | $147,041+44.2% | $145,978+45.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.07% | 98.36%-91.3pp | 419.21%-412.1pp | 550.52%-543.5pp |
| Employer contribution / active EE | $3,333 | $5,288-37.0% | $4,935-32.5% | $4,662-28.5% |
| Participant deferral / active EE | $13,333 | $8,429+58.2% | $8,071+65.2% | $6,690+99.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |