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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 | $85,354 | $95,895-11.0% | $79,576+7.3% | $134,509-36.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -22.92% | -2.72%-20.2pp | 0.15%-23.1pp | 418.13%-441.1pp |
| Employer contribution / active EE | $1,699 | $3,128-45.7% | $2,413-29.6% | $4,741-64.2% |
| Participant deferral / active EE | $5,224 | $4,693+11.3% | $3,985+31.1% | $6,400-18.4% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |