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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 | $221,637 | $127,387+74.0% | $115,038+92.7% | $125,389+76.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -3.57% | 31.28%-34.9pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,680 | $5,166-67.5% | $4,608-63.5% | $4,866-65.5% |
| Participant deferral / active EE | $10,500 | $6,423+63.5% | $6,026+74.2% | $5,352+96.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |