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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 | $185,346 | $185,3120% | $161,489+14.8% | $154,746+19.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 4.21% | 103.84%-99.6pp | 89.72%-85.5pp | 172.34%-168.1pp |
| Employer contribution / active EE | $4,148 | $4,769-13.0% | $4,268-2.8% | $4,379-5.3% |
| Participant deferral / active EE | $4,740 | $6,350-25.4% | $5,630-15.8% | $6,730-29.6% |
| Admin fee / account holder | $120 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |