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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 | $121,759 | $88,710+37.3% | $81,783+48.9% | $145,959-16.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 4.68% | 1027.26%-1022.6pp | 775.05%-770.4pp | 561.95%-557.3pp |
| Employer contribution / active EE | $2,353 | $3,083-23.7% | $2,913-19.2% | $4,661-49.5% |
| Participant deferral / active EE | $7,388 | $4,645+59.1% | $4,320+71.0% | $6,689+10.5% |
| Admin fee / account holder | $64 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |