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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 | $104,666 | $100,279+4.4% | $81,353+28.7% | $145,884-28.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 3.57% | 34.49%-30.9pp | 24.82%-21.2pp | 551.85%-548.3pp |
| Employer contribution / active EE | $5,174 | $2,979+73.7% | $2,464+110.0% | $4,662+11.0% |
| Participant deferral / active EE | $8,089 | $4,611+75.4% | $3,885+108.2% | $6,690+20.9% |
| Admin fee / account holder | $85 | $8,206-99.0% | $5,766-98.5% | $13,392-99.4% |