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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 | $185,312+11.7% | $161,489+28.2% | $154,746+33.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 5.90% | 103.84%-97.9pp | 89.72%-83.8pp | 172.34%-166.4pp |
| Employer contribution / active EE | $3,500 | $4,769-26.6% | $4,268-18.0% | $4,379-20.1% |
| Participant deferral / active EE | $7,750 | $6,350+22.1% | $5,630+37.7% | $6,730+15.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |