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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 | $152,118 | $95,917+58.6% | $79,583+91.1% | $134,545+13.1% |
| Participation rate | 64.3% | 75.0%-10.8pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -27.67% | -2.70%-25.0pp | 0.16%-27.8pp | 418.37%-446.0pp |
| Employer contribution / active EE | $3,758 | $3,129+20.1% | $2,414+55.7% | $4,742-20.7% |
| Participant deferral / active EE | $6,531 | $4,694+39.1% | $3,986+63.9% | $6,401+2.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |