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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 | $181,743 | $167,353+8.6% | $143,797+26.4% | $134,545+35.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.16% | 0.48%-26.6pp | -0.04%-26.1pp | 418.37%-444.5pp |
| Employer contribution / active EE | $2,421 | $5,620-56.9% | $4,952-51.1% | $4,742-48.9% |
| Participant deferral / active EE | $5,482 | $6,447-15.0% | $5,638-2.8% | $6,401-14.4% |
| Admin fee / account holder | $167 | $18,096-99.1% | $14,679-98.9% | $11,431-98.5% |