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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 | $105,123 | $175,212-40.0% | $149,682-29.8% | $139,427-24.6% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 5.48% | 166.63%-161.2pp | 134.35%-128.9pp | 373.27%-367.8pp |
| Employer contribution / active EE | $4,697 | $5,475-14.2% | $4,818-2.5% | $4,752-1.2% |
| Participant deferral / active EE | $4,466 | $6,520-31.5% | $5,681-21.4% | $6,711-33.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |