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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 | $39,503 | $168,636-76.6% | $147,618-73.2% | $125,388-68.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.30% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,246 | $6,252-64.1% | $5,565-59.6% | $4,866-53.8% |
| Participant deferral / active EE | $6,025 | $5,507+9.4% | $4,895+23.1% | $5,352+12.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |