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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 | $76,041 | $167,362-54.6% | $143,799-47.1% | $134,532-43.5% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -20.83% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,103 | $5,620-62.6% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $8,404 | $6,447+30.3% | $5,638+49.1% | $6,401+31.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |