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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 | $227,291+10.0% | $214,702+16.4% | $155,188+61.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 5.20% | 60.08%-54.9pp | 54.55%-49.4pp | 148.84%-143.6pp |
| Employer contribution / active EE | $5,456 | $6,772-19.4% | $6,461-15.6% | $4,248+28.4% |
| Participant deferral / active EE | $11,316 | $9,582+18.1% | $9,147+23.7% | $6,531+73.3% |
| Admin fee / account holder | $100 | $20,413-99.5% | $19,830-99.5% | $14,480-99.3% |