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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 | $69,369 | $127,387-45.5% | $115,038-39.7% | $125,389-44.7% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -3.63% | 31.28%-34.9pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,760 | $5,166-46.6% | $4,608-40.1% | $4,866-43.3% |
| Participant deferral / active EE | $6,187 | $6,423-3.7% | $6,026+2.7% | $5,352+15.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |