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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 | $106,712 | $138,072-22.7% | $123,549-13.6% | $135,382-21.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.05% | 153.69%-170.7pp | 119.20%-136.2pp | 519.77%-536.8pp |
| Employer contribution / active EE | $10,800 | $5,152+109.6% | $4,628+133.4% | $4,779+126.0% |
| Participant deferral / active EE | $12,333 | $6,799+81.4% | $6,426+91.9% | $5,609+119.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |