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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 | $142,134 | $72,071+97.2% | $68,368+107.9% | $137,256+3.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 7.52% | 353.14%-345.6pp | 292.57%-285.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $3,306 | $2,788+18.6% | $2,649+24.8% | $4,156-20.5% |
| Participant deferral / active EE | $6,930 | $4,410+57.1% | $4,123+68.1% | $6,407+8.2% |
| Admin fee / account holder | $269 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |