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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 | $193,817 | $166,131+16.7% | $164,975+17.5% | $145,877+32.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 5.53% | 100.37%-94.8pp | 70.12%-64.6pp | 551.28%-545.8pp |
| Employer contribution / active EE | $2,481 | $5,276-53.0% | $4,343-42.9% | $4,663-46.8% |
| Participant deferral / active EE | $12,135 | $6,962+74.3% | $6,033+101.1% | $6,691+81.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |