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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 | $94,623 | $48,267+96.0% | $68,808+37.5% | $68,486+38.2% |
| Participation rate | 58.8% | 60.7%-1.8pp | 69.0%-10.2pp | 67.9%-9.1pp |
| Annual return | -19.60% | -12.70%-6.9pp | -6.37%-13.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,599 | $1,829+42.1% | $2,656-2.1% | $2,597+0.1% |
| Participant deferral / active EE | $5,304 | $2,867+85.0% | $3,942+34.5% | $4,028+31.7% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |