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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 | $60,468 | $183,627-67.1% | $155,602-61.1% | $145,978-58.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.57% | 61.32%-54.7pp | 64.81%-58.2pp | 550.52%-543.9pp |
| Employer contribution / active EE | $7,512 | $5,316+41.3% | $4,675+60.7% | $4,662+61.1% |
| Participant deferral / active EE | $5,872 | $6,466-9.2% | $5,629+4.3% | $6,690-12.2% |
| Admin fee / account holder | $104 | $19,327-99.5% | $15,923-99.4% | $13,400-99.2% |