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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 | $175,164 | $167,362+4.7% | $143,799+21.8% | $134,532+30.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.56% | 0.47%-23.0pp | -0.04%-22.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,958 | $5,620-65.2% | $4,952-60.5% | $4,741-58.7% |
| Participant deferral / active EE | $5,476 | $6,447-15.1% | $5,638-2.9% | $6,401-14.4% |
| Admin fee / account holder | $145 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |