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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 | $177,182 | $197,625-10.3% | $177,840-0.4% | $158,966+11.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 0.91% | 58.76%-57.9pp | 48.32%-47.4pp | 302.95%-302.0pp |
| Employer contribution / active EE | $5,700 | $6,698-14.9% | $5,919-3.7% | $4,762+19.7% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |