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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 | $92,656 | $129,959-28.7% | $104,301-11.2% | $134,532-31.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -20.89% | 42.04%-62.9pp | 24.61%-45.5pp | 418.27%-439.2pp |
| Employer contribution / active EE | $3,743 | $4,185-10.6% | $3,373+11.0% | $4,741-21.0% |
| Participant deferral / active EE | $6,245 | $5,589+11.7% | $4,626+35.0% | $6,401-2.4% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |