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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 | $149,585 | $198,457-24.6% | $170,435-12.2% | $147,586+1.4% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 4.56% | 257.30%-252.7pp | 205.94%-201.4pp | 578.59%-574.0pp |
| Employer contribution / active EE | $1,620 | $6,183-73.8% | $5,432-70.2% | $4,876-66.8% |
| Participant deferral / active EE | $5,479 | $5,629-2.7% | $4,939+10.9% | $5,439+0.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |