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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 | $202,454 | $217,432-6.9% | $185,849+8.9% | $167,536+20.8% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 8.07% | 148.42%-140.4pp | 122.10%-114.0pp | 478.82%-470.8pp |
| Employer contribution / active EE | $2,405 | $5,875-59.1% | $5,169-53.5% | $4,839-50.3% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |