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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 | $199,574 | $150,435+32.7% | $120,580+65.5% | $145,897+36.8% |
| Participation rate | 25.0% | 78.8%-53.8pp | 72.0%-47.0pp | 80.3%-55.3pp |
| Annual return | 4.37% | 154.60%-150.2pp | 107.48%-103.1pp | 552.29%-547.9pp |
| Employer contribution / active EE | $897 | $4,352-79.4% | $3,469-74.1% | $4,663-80.8% |
| Participant deferral / active EE | $6,728 | $6,174+9.0% | $4,995+34.7% | $6,689+0.6% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |