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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 | $162,136-2.0% | $152,301+4.4% | $154,746+2.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 7.17% | 91.02%-83.9pp | 80.50%-73.3pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,484 | $4,890-69.6% | $4,624-67.9% | $4,379-66.1% |
| Participant deferral / active EE | $8,460 | $8,341+1.4% | $8,004+5.7% | $6,730+25.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |