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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 | $121,548 | $174,379-30.3% | $152,093-20.1% | $138,895-12.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 5.02% | 74.86%-69.8pp | 66.36%-61.3pp | 145.39%-140.4pp |
| Employer contribution / active EE | $1,156 | $4,652-75.1% | $4,175-72.3% | $4,194-72.4% |
| Participant deferral / active EE | $7,306 | $6,159+18.6% | $5,451+34.0% | $6,396+14.2% |
| Admin fee / account holder | $31 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |