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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 | $158,688 | $117,895+34.6% | $102,460+54.9% | $145,897+8.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 4.41% | 31.92%-27.5pp | 29.47%-25.1pp | 552.29%-547.9pp |
| Employer contribution / active EE | $16,167 | $3,619+346.7% | $3,025+434.4% | $4,663+246.7% |
| Participant deferral / active EE | $10,167 | $5,736+77.2% | $5,056+101.1% | $6,689+52.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |