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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 | $162,974 | $86,298+88.9% | $111,308+46.4% | $85,847+89.8% |
| Participation rate | 28.1% | 73.3%-45.2pp | 77.3%-49.2pp | 69.3%-41.2pp |
| Annual return | 1.12% | 19.99%-18.9pp | 54.67%-53.5pp | 318.61%-317.5pp |
| Employer contribution / active EE | $3,249 | $2,044+59.0% | $2,732+18.9% | $2,565+26.7% |
| Participant deferral / active EE | $8,820 | $3,641+142.3% | $4,487+96.6% | $3,952+123.2% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |