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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 | $66,818 | $183,592-63.6% | $155,574-57.1% | $145,877-54.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -5.14% | 61.37%-66.5pp | 64.87%-70.0pp | 551.28%-556.4pp |
| Employer contribution / active EE | $8,275 | $5,317+55.6% | $4,676+77.0% | $4,663+77.5% |
| Participant deferral / active EE | $21,679 | $6,466+235.3% | $5,629+285.1% | $6,691+224.0% |
| Admin fee / account holder | $19 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |