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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 | $91,191 | $90,486+0.8% | $78,676+15.9% | $273,972-66.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -3.10% | 75.62%-78.7pp | 62.19%-65.3pp | 41.46%-44.6pp |
| Employer contribution / active EE | $2,212 | $3,175-30.3% | $2,850-22.4% | $4,869-54.6% |
| Participant deferral / active EE | $9,000 | $3,901+130.7% | $3,517+155.9% | $5,287+70.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |