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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 | $165,029 | $197,637-16.5% | $177,848-7.2% | $158,982+3.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 6.10% | 58.77%-52.7pp | 48.33%-42.2pp | 302.99%-296.9pp |
| Employer contribution / active EE | $4,589 | $6,698-31.5% | $5,919-22.5% | $4,763-3.7% |
| Participant deferral / active EE | $8,701 | $8,405+3.5% | $7,714+12.8% | $5,983+45.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |