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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 | $160,040+9.8% | $147,096+19.5% | $145,877+20.5% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 8.75% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,162 | $5,289-59.1% | $4,936-56.2% | $4,663-53.6% |
| Participant deferral / active EE | $6,744 | $8,429-20.0% | $8,071-16.4% | $6,691+0.8% |
| Admin fee / account holder | $32 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |