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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 | $76,556 | $140,588-45.5% | $123,104-37.8% | $125,392-38.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 86.8%-28.4pp | 83.2%-24.9pp |
| Annual return | -3.62% | 16.80%-20.4pp | 13.22%-16.8pp | 282.23%-285.8pp |
| Employer contribution / active EE | $2,640 | $6,041-56.3% | $5,151-48.7% | $4,866-45.7% |
| Participant deferral / active EE | $3,325 | $6,980-52.4% | $6,230-46.6% | $5,351-37.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |