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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 | $111,178 | $70,366+58.0% | $66,674+66.7% | $138,895-20.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 12.40% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $4,979 | $2,765+80.1% | $2,620+90.0% | $4,194+18.7% |
| Participant deferral / active EE | $5,460 | $4,374+24.8% | $4,084+33.7% | $6,396-14.6% |
| Admin fee / account holder | $25 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |