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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 | $193,419 | $167,353+15.6% | $143,797+34.5% | $134,545+43.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -32.48% | 0.48%-33.0pp | -0.04%-32.4pp | 418.37%-450.9pp |
| Employer contribution / active EE | $13,077 | $5,620+132.7% | $4,952+164.1% | $4,742+175.8% |
| Participant deferral / active EE | $3,827 | $6,447-40.6% | $5,638-32.1% | $6,401-40.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |