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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 | $86,818 | $81,870+6.0% | $119,622-27.4% | $68,486+26.8% |
| Participation rate | 65.3% | 71.9%-6.6pp | 79.3%-14.0pp | 67.9%-2.6pp |
| Annual return | -22.29% | -23.82%+1.5pp | -14.98%-7.3pp | -7.85%-14.4pp |
| Employer contribution / active EE | $3,004 | $2,692+11.6% | $4,232-29.0% | $2,597+15.7% |
| Participant deferral / active EE | $5,748 | $4,148+38.6% | $5,601+2.6% | $4,028+42.7% |
| Admin fee / account holder | $151 | $6,583-97.7% | $10,328-98.5% | $5,404-97.2% |