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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 | $160,976 | $183,592-12.3% | $155,574+3.5% | $145,877+10.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.69% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,445 | $5,317-35.2% | $4,676-26.3% | $4,663-26.1% |
| Participant deferral / active EE | $4,425 | $6,466-31.6% | $5,629-21.4% | $6,691-33.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |