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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 | $244,073 | $148,629+64.2% | $135,982+79.5% | $139,487+75.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 4.16% | 79.33%-75.2pp | 68.32%-64.2pp | 373.84%-369.7pp |
| Employer contribution / active EE | $3,261 | $5,247-37.8% | $4,859-32.9% | $4,755-31.4% |
| Participant deferral / active EE | $9,887 | $8,102+22.0% | $7,760+27.4% | $6,713+47.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |