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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 | $76,758 | $138,070-44.4% | $123,549-37.9% | $135,377-43.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.30% | 153.69%-163.0pp | 119.20%-128.5pp | 519.75%-529.1pp |
| Employer contribution / active EE | $4,086 | $5,152-20.7% | $4,628-11.7% | $4,779-14.5% |
| Participant deferral / active EE | $9,250 | $6,799+36.0% | $6,426+44.0% | $5,609+64.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,828-100.0% |