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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 | $119,477 | $185,312-35.5% | $161,489-26.0% | $154,746-22.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 4.28% | 103.84%-99.6pp | 89.72%-85.4pp | 172.34%-168.1pp |
| Employer contribution / active EE | $14,000 | $4,769+193.6% | $4,268+228.0% | $4,379+219.7% |
| Participant deferral / active EE | $15,667 | $6,350+146.7% | $5,630+178.3% | $6,730+132.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |