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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 | $105,459 | $134,001-21.3% | $112,258-6.1% | $134,509-21.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.90% | 47.15%-69.1pp | 27.47%-49.4pp | 418.13%-440.0pp |
| Employer contribution / active EE | $2,495 | $4,039-38.2% | $3,636-31.4% | $4,741-47.4% |
| Participant deferral / active EE | $7,777 | $5,291+47.0% | $4,728+64.5% | $6,400+21.5% |
| Admin fee / account holder | $108 | $7,491-98.6% | $6,411-98.3% | $11,427-99.1% |