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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 | $114,521 | $70,366+62.8% | $66,674+71.8% | $138,895-17.5% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.7%-15.8pp | 79.9%-22.0pp |
| Annual return | 9.90% | 386.41%-376.5pp | 321.24%-311.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,216 | $2,765-19.9% | $2,620-15.4% | $4,194-47.2% |
| Participant deferral / active EE | $7,825 | $4,374+78.9% | $4,084+91.6% | $6,396+22.3% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |