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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 | $129,222 | $138,114-6.4% | $125,391+3.1% | $134,545-4.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.31% | 750.88%-772.2pp | 572.41%-593.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $3,975 | $5,246-24.2% | $4,816-17.5% | $4,742-16.2% |
| Participant deferral / active EE | $8,081 | $7,801+3.6% | $7,448+8.5% | $6,401+26.2% |
| Admin fee / account holder | $4 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |