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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 | $154,149 | $201,344-23.4% | $184,243-16.3% | $145,877+5.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 7.49% | 29.01%-21.5pp | 28.82%-21.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,649 | $7,022-62.3% | $6,427-58.8% | $4,663-43.2% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $79 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |