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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 | $100,929 | $198,457-49.1% | $170,435-40.8% | $147,586-31.6% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 8.73% | 257.30%-248.6pp | 205.94%-197.2pp | 578.59%-569.9pp |
| Employer contribution / active EE | $2,338 | $6,183-62.2% | $5,432-57.0% | $4,876-52.1% |
| Participant deferral / active EE | $7,326 | $5,629+30.1% | $4,939+48.3% | $5,439+34.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |