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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 | $138,711 | $167,362-17.1% | $143,799-3.5% | $134,532+3.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.13% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $9,307 | $5,620+65.6% | $4,952+87.9% | $4,741+96.3% |
| Participant deferral / active EE | $9,364 | $6,447+45.2% | $5,638+66.1% | $6,401+46.3% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |