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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 | $185,312-34.4% | $161,489-24.7% | $154,746-21.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 5.02% | 103.84%-98.8pp | 89.72%-84.7pp | 172.34%-167.3pp |
| Employer contribution / active EE | $1,156 | $4,769-75.8% | $4,268-72.9% | $4,379-73.6% |
| Participant deferral / active EE | $7,306 | $6,350+15.1% | $5,630+29.8% | $6,730+8.5% |
| Admin fee / account holder | $31 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |