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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 | $158,937 | $154,228+3.1% | $145,433+9.3% | $137,256+15.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 7.17% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,484 | $4,804-69.1% | $4,554-67.4% | $4,156-64.3% |
| Participant deferral / active EE | $8,460 | $8,216+3.0% | $7,897+7.1% | $6,407+32.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |