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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 | $205,644 | $167,533+22.7% | $151,645+35.6% | $134,545+52.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -25.11% | 7.81%-32.9pp | 3.34%-28.4pp | 418.37%-443.5pp |
| Employer contribution / active EE | $4,435 | $6,828-35.1% | $6,165-28.1% | $4,742-6.5% |
| Participant deferral / active EE | $6,500 | $8,985-27.7% | $8,363-22.3% | $6,401+1.5% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |