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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 | $194,495 | $201,370-3.4% | $184,256+5.6% | $145,897+33.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 7.01% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,550 | $7,024-77.9% | $6,427-75.9% | $4,663-66.8% |
| Participant deferral / active EE | $5,863 | $9,808-40.2% | $9,133-35.8% | $6,689-12.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |