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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 | $203,757 | $71,230+186.1% | $93,727+117.4% | $80,959+151.7% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.7%-12.1pp |
| Annual return | 7.66% | 11.26%-3.6pp | 133.83%-126.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $2,591 | $1,565+65.5% | $2,421+7.0% | $2,757-6.0% |
| Participant deferral / active EE | $5,029 | $4,037+24.6% | $4,417+13.9% | $4,300+16.9% |
| Admin fee / account holder | $66 | $6,961-99.1% | $8,292-99.2% | $6,925-99.1% |