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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 | $100,343 | $115,796-13.3% | $101,264-0.9% | $158,950-36.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.03% | 56.15%-56.1pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,695 | $4,175-35.4% | $3,660-26.4% | $4,762-43.4% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,370+98.3% | $5,983+44.9% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |