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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 | $159,978+9.4% | $147,041+19.0% | $145,978+19.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.15% | 98.36%-91.2pp | 419.21%-412.1pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,551 | $5,288-51.8% | $4,935-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $6,731 | $8,429-20.1% | $8,071-16.6% | $6,690+0.6% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |