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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 | $172,111+7.7% | $150,298+23.3% | $137,256+35.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 4.21% | 69.37%-65.2pp | 62.79%-58.6pp | 220.34%-216.1pp |
| Employer contribution / active EE | $4,148 | $4,636-10.5% | $4,154-0.2% | $4,156-0.2% |
| Participant deferral / active EE | $4,740 | $6,166-23.1% | $5,453-13.1% | $6,407-26.0% |
| Admin fee / account holder | $120 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |