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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 | $108,924 | $100,139+8.8% | $85,187+27.9% | $145,884-25.3% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 7.98% | 84.15%-76.2pp | 66.67%-58.7pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,322 | $3,238-28.3% | $2,732-15.0% | $4,662-50.2% |
| Participant deferral / active EE | $7,370 | $5,296+39.2% | $4,525+62.9% | $6,690+10.2% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |