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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 | $127,968 | $183,592-30.3% | $155,574-17.7% | $145,877-12.3% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 5.03% | 61.37%-56.3pp | 64.87%-59.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $1,101 | $5,317-79.3% | $4,676-76.4% | $4,663-76.4% |
| Participant deferral / active EE | $5,981 | $6,466-7.5% | $5,629+6.2% | $6,691-10.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |