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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 | $120,003 | $154,228-22.2% | $145,433-17.5% | $137,256-12.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -9.34% | 74.59%-83.9pp | 66.58%-75.9pp | 220.34%-229.7pp |
| Employer contribution / active EE | $5,147 | $4,804+7.1% | $4,554+13.0% | $4,156+23.9% |
| Participant deferral / active EE | $11,700 | $8,216+42.4% | $7,897+48.2% | $6,407+82.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |