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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 | $134,064 | $175,259-23.5% | $149,723-10.5% | $139,487-3.9% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 4.74% | 166.82%-162.1pp | 134.50%-129.8pp | 373.84%-369.1pp |
| Employer contribution / active EE | $1,164 | $5,478-78.7% | $4,821-75.9% | $4,755-75.5% |
| Participant deferral / active EE | $7,141 | $6,522+9.5% | $5,682+25.7% | $6,713+6.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |