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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 | $207,050 | $174,379+18.7% | $152,093+36.1% | $138,895+49.1% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 5.90% | 74.86%-69.0pp | 66.36%-60.5pp | 145.39%-139.5pp |
| Employer contribution / active EE | $3,500 | $4,652-24.8% | $4,175-16.2% | $4,194-16.6% |
| Participant deferral / active EE | $7,750 | $6,159+25.8% | $5,451+42.2% | $6,396+21.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |