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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 | $109,853 | $209,422-47.5% | $178,503-38.5% | $158,982-30.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.93% | 188.81%-182.9pp | 151.12%-145.2pp | 302.99%-297.1pp |
| Employer contribution / active EE | $1,923 | $5,707-66.3% | $5,011-61.6% | $4,763-59.6% |
| Participant deferral / active EE | $4,185 | $5,955-29.7% | $5,202-19.6% | $5,983-30.1% |
| Admin fee / account holder | $4 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |