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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 | $201,169 | $113,338+77.5% | $94,993+111.8% | $147,586+36.3% |
| Participation rate | 63.6% | 78.0%-14.3pp | 73.9%-10.2pp | 82.8%-19.2pp |
| Annual return | 4.97% | 20.80%-15.8pp | 27.14%-22.2pp | 578.59%-573.6pp |
| Employer contribution / active EE | $4,195 | $3,160+32.7% | $2,603+61.1% | $4,876-14.0% |
| Participant deferral / active EE | $2,542 | $3,777-32.7% | $3,317-23.4% | $5,439-53.3% |
| Admin fee / account holder | $264 | $6,063-95.6% | $4,960-94.7% | $10,886-97.6% |