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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 | $96,592 | $201,372-52.0% | $184,260-47.6% | $145,884-33.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 4.68% | 29.04%-24.4pp | 28.84%-24.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $4,561 | $7,024-35.1% | $6,427-29.0% | $4,662-2.2% |
| Participant deferral / active EE | $11,500 | $9,808+17.3% | $9,133+25.9% | $6,690+71.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |