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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 | $170,414 | $167,352+1.8% | $143,788+18.5% | $134,509+26.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.62% | 0.47%-26.1pp | -0.03%-25.6pp | 418.13%-443.8pp |
| Employer contribution / active EE | $1,923 | $5,620-65.8% | $4,952-61.2% | $4,741-59.4% |
| Participant deferral / active EE | $5,270 | $6,447-18.3% | $5,638-6.5% | $6,400-17.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |