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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 | $158,774 | $168,636-5.8% | $147,618+7.6% | $125,388+26.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -3.89% | 77.65%-81.5pp | 61.98%-65.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,282 | $6,252-63.5% | $5,565-59.0% | $4,866-53.1% |
| Participant deferral / active EE | $6,325 | $5,507+14.9% | $4,895+29.2% | $5,352+18.2% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |