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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 | $186,574 | $127,386+46.5% | $115,037+62.2% | $125,393+48.8% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -3.81% | 31.28%-35.1pp | 26.14%-29.9pp | 282.23%-286.0pp |
| Employer contribution / active EE | $1,993 | $5,166-61.4% | $4,608-56.7% | $4,866-59.0% |
| Participant deferral / active EE | $7,575 | $6,423+17.9% | $6,026+25.7% | $5,351+41.5% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |