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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 | $207,585 | $213,785-2.9% | $185,441+11.9% | $155,188+33.8% |
| Participation rate | 25.0% | 83.2%-58.2pp | 80.3%-55.3pp | 80.8%-55.8pp |
| Annual return | -73.36% | 19.97%-93.3pp | 20.16%-93.5pp | 148.84%-222.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |