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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 | $219,891 | $197,637+11.3% | $177,848+23.6% | $158,982+38.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -0.27% | 58.77%-59.0pp | 48.33%-48.6pp | 302.99%-303.3pp |
| Employer contribution / active EE | $2,717 | $6,698-59.4% | $5,919-54.1% | $4,763-43.0% |
| Participant deferral / active EE | $15,200 | $8,405+80.8% | $7,714+97.1% | $5,983+154.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |