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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 | $175,754 | $159,934+9.9% | $147,005+19.6% | $145,959+20.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 8.75% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,162 | $5,287-59.1% | $4,934-56.2% | $4,661-53.6% |
| Participant deferral / active EE | $6,744 | $8,427-20.0% | $8,070-16.4% | $6,689+0.8% |
| Admin fee / account holder | $32 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |