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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 | $249,964 | $212,386+17.7% | $199,883+25.1% | $138,895+80.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 5.20% | 47.75%-42.6pp | 43.81%-38.6pp | 145.39%-140.2pp |
| Employer contribution / active EE | $5,456 | $6,625-17.6% | $6,261-12.9% | $4,194+30.1% |
| Participant deferral / active EE | $11,316 | $9,617+17.7% | $9,138+23.8% | $6,396+76.9% |
| Admin fee / account holder | $100 | $18,233-99.5% | $17,268-99.4% | $12,562-99.2% |