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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 | $195,214 | $167,352+16.6% | $143,788+35.8% | $134,509+45.1% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -26.28% | 0.47%-26.7pp | -0.03%-26.2pp | 418.13%-444.4pp |
| Employer contribution / active EE | $2,051 | $5,620-63.5% | $4,952-58.6% | $4,741-56.7% |
| Participant deferral / active EE | $3,200 | $6,447-50.4% | $5,638-43.2% | $6,400-50.0% |
| Admin fee / account holder | $7 | $18,091-100.0% | $14,675-100.0% | $11,427-99.9% |