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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 | $126,694 | $97,125+30.4% | $86,233+46.9% | $137,256-7.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 10.45% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $812 | $2,841-71.4% | $2,504-67.6% | $4,156-80.5% |
| Participant deferral / active EE | $888 | $5,180-82.9% | $4,559-80.5% | $6,407-86.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |