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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 | $129,737+91.4% | $119,126+108.5% | $154,746+60.5% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 2.37% | 379.08%-376.7pp | 282.11%-279.7pp | 172.34%-170.0pp |
| Employer contribution / active EE | $1,493 | $4,375-65.9% | $4,034-63.0% | $4,379-65.9% |
| Participant deferral / active EE | $9,300 | $5,842+59.2% | $5,318+74.9% | $6,730+38.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |