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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 | $102,595+11.6% | $94,057+21.8% | $154,746-26.0% |
| Participation rate | 57.9% | 76.0%-18.1pp | 73.3%-15.4pp | 80.7%-22.8pp |
| Annual return | 9.90% | 583.42%-573.5pp | 480.62%-470.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,216 | $3,147-29.6% | $2,933-24.4% | $4,379-49.4% |
| Participant deferral / active EE | $7,825 | $5,118+52.9% | $4,709+66.2% | $6,730+16.3% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |