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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 | $72,291 | $183,627-60.6% | $155,602-53.5% | $145,978-50.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.57% | 61.32%-56.7pp | 64.81%-60.2pp | 550.52%-545.9pp |
| Employer contribution / active EE | $2,502 | $5,316-52.9% | $4,675-46.5% | $4,662-46.3% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,690+14.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |