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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 | $96,580 | $183,516-47.4% | $155,534-37.9% | $145,884-33.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.98% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $3,730 | $5,315-29.8% | $4,675-20.2% | $4,662-20.0% |
| Participant deferral / active EE | $10,969 | $6,467+69.6% | $5,630+94.8% | $6,690+64.0% |
| Admin fee / account holder | $13 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |