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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 | $216,923 | $201,259+7.8% | $184,200+17.8% | $145,959+48.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 2.64% | 28.98%-26.3pp | 28.80%-26.2pp | 561.95%-559.3pp |
| Employer contribution / active EE | $3,600 | $7,018-48.7% | $6,424-44.0% | $4,661-22.8% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,689+71.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |