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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 | $111,535+122.7% | $105,223+136.0% | $137,256+81.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 2.37% | 237.85%-235.5pp | 180.65%-178.3pp | 220.34%-218.0pp |
| Employer contribution / active EE | $1,493 | $3,939-62.1% | $3,689-59.5% | $4,156-64.1% |
| Participant deferral / active EE | $9,300 | $5,500+69.1% | $5,072+83.4% | $6,407+45.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |