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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 | $120,928 | $105,158+15.0% | $94,672+27.7% | $139,487-13.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 8.24% | 38.11%-29.9pp | 156.89%-148.6pp | 373.84%-365.6pp |
| Employer contribution / active EE | $15,000 | $4,107+265.2% | $3,673+308.4% | $4,755+215.5% |
| Participant deferral / active EE | $9,083 | $7,599+19.5% | $7,417+22.5% | $6,713+35.3% |
| Admin fee / account holder | $133 | $8,972-98.5% | $7,222-98.2% | $11,407-98.8% |