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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 | $160,986 | $209,422-23.1% | $178,503-9.8% | $158,982+1.3% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | -3.93% | 188.81%-192.7pp | 151.12%-155.0pp | 302.99%-306.9pp |
| Employer contribution / active EE | $2,684 | $5,707-53.0% | $5,011-46.4% | $4,763-43.6% |
| Participant deferral / active EE | $7,400 | $5,955+24.3% | $5,202+42.2% | $5,983+23.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |