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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 | $92,710 | $175,257-47.1% | $149,717-38.1% | $139,456-33.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -2.05% | 166.70%-168.7pp | 134.41%-136.5pp | 373.45%-375.5pp |
| Employer contribution / active EE | $4,319 | $5,477-21.1% | $4,820-10.4% | $4,753-9.1% |
| Participant deferral / active EE | $8,231 | $6,521+26.2% | $5,682+44.9% | $6,711+22.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |