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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 | $248,368 | $134,817+84.2% | $123,973+100.3% | $155,188+60.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 2.37% | 515.49%-513.1pp | 388.13%-385.8pp | 148.84%-146.5pp |
| Employer contribution / active EE | $1,493 | $4,425-66.3% | $4,126-63.8% | $4,248-64.9% |
| Participant deferral / active EE | $9,300 | $5,706+63.0% | $5,247+77.2% | $6,531+42.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |