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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 | $78,893 | $127,387-38.1% | $115,038-31.4% | $125,389-37.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -38.82% | 31.28%-70.1pp | 26.14%-65.0pp | 282.24%-321.1pp |
| Employer contribution / active EE | $10,837 | $5,166+109.8% | $4,608+135.2% | $4,866+122.7% |
| Participant deferral / active EE | $10,837 | $6,423+68.7% | $6,026+79.8% | $5,352+102.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |