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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 | $175,039 | $160,028+9.4% | $147,080+19.0% | $145,884+20.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.15% | 98.60%-91.4pp | 420.17%-413.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $2,551 | $5,286-51.7% | $4,933-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $6,731 | $8,422-20.1% | $8,066-16.5% | $6,690+0.6% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |