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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 | $167,116 | $157,296+6.2% | $141,191+18.4% | $152,897+9.3% |
| Participation rate | 14.3% | 84.8%-70.5pp | 82.5%-68.2pp | 82.5%-68.2pp |
| Annual return | 11.70% | 64.34%-52.6pp | 71.41%-59.7pp | 345.43%-333.7pp |
| Employer contribution / active EE | $1,106 | $5,262-79.0% | $4,736-76.6% | $4,764-76.8% |
| Participant deferral / active EE | $2,714 | $7,111-61.8% | $6,710-59.5% | $5,851-53.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |