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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 | $141,707 | $148,623-4.7% | $135,974+4.2% | $139,466+1.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.03% | 79.30%-70.3pp | 68.30%-59.3pp | 373.66%-364.6pp |
| Employer contribution / active EE | $1,943 | $5,246-63.0% | $4,859-60.0% | $4,754-59.1% |
| Participant deferral / active EE | $8,671 | $8,103+7.0% | $7,760+11.7% | $6,712+29.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |