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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 | $88,778+37.2% | $81,844+48.8% | $145,884-16.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 4.68% | 1033.03%-1028.4pp | 778.87%-774.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $2,353 | $3,087-23.8% | $2,916-19.3% | $4,662-49.5% |
| Participant deferral / active EE | $7,388 | $4,648+58.9% | $4,323+70.9% | $6,690+10.4% |
| Admin fee / account holder | $64 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |