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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 | $72,453 | $148,629-51.3% | $135,982-46.7% | $139,487-48.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 6.21% | 79.33%-73.1pp | 68.32%-62.1pp | 373.84%-367.6pp |
| Employer contribution / active EE | $18,913 | $5,247+260.5% | $4,859+289.2% | $4,755+297.8% |
| Participant deferral / active EE | $13,558 | $8,102+67.3% | $7,760+74.7% | $6,713+102.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |