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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 | $136,714 | $138,075-1.0% | $123,552+10.7% | $135,379+1.0% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -10.94% | 153.70%-164.6pp | 119.20%-130.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $6,767 | $5,152+31.4% | $4,628+46.2% | $4,779+41.6% |
| Participant deferral / active EE | $5,691 | $6,800-16.3% | $6,426-11.4% | $5,609+1.5% |
| Admin fee / account holder | $44 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |