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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 | $120,513 | $124,330-3.1% | $109,173+10.4% | $167,536-28.1% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 4.58% | 26.04%-21.5pp | 25.75%-21.2pp | 478.82%-474.2pp |
| Employer contribution / active EE | $1,159 | $4,209-72.5% | $3,723-68.9% | $4,839-76.1% |
| Participant deferral / active EE | $7,251 | $5,256+38.0% | $4,654+55.8% | $6,342+14.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |