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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 | $181,062-32.9% | $158,223-23.2% | $155,188-21.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 5.02% | 57.39%-52.4pp | 52.09%-47.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $1,156 | $4,565-74.7% | $4,109-71.9% | $4,248-72.8% |
| Participant deferral / active EE | $7,306 | $6,134+19.1% | $5,467+33.6% | $6,531+11.9% |
| Admin fee / account holder | $31 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |