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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 | $165,768 | $99,652+66.3% | $78,778+110.4% | $147,586+12.3% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.2%-4.5pp | 82.8%-18.1pp |
| Annual return | 5.19% | 47.28%-42.1pp | 35.62%-30.4pp | 578.59%-573.4pp |
| Employer contribution / active EE | $1,002 | $2,796-64.2% | $1,986-49.5% | $4,876-79.5% |
| Participant deferral / active EE | $3,890 | $3,664+6.2% | $2,958+31.5% | $5,439-28.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |