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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 | $165,975 | $134,001+23.9% | $112,258+47.9% | $134,509+23.4% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.1%-38.2pp | 81.2%-44.4pp |
| Annual return | -21.40% | 47.15%-68.6pp | 27.47%-48.9pp | 418.13%-439.5pp |
| Employer contribution / active EE | $2,665 | $4,039-34.0% | $3,636-26.7% | $4,741-43.8% |
| Participant deferral / active EE | $4,963 | $5,291-6.2% | $4,728+5.0% | $6,400-22.5% |
| Admin fee / account holder | $9 | $7,491-99.9% | $6,411-99.9% | $11,427-99.9% |