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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 | $208,975 | $110,337+89.4% | $102,383+104.1% | $145,877+43.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 2.06% | 24.83%-22.8pp | 24.94%-22.9pp | 551.28%-549.2pp |
| Employer contribution / active EE | $6,252 | $4,216+48.3% | $3,870+61.5% | $4,663+34.1% |
| Participant deferral / active EE | $15,333 | $5,621+172.8% | $5,060+203.1% | $6,691+129.2% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |