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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 | $199,109+4.3% | $173,730+19.5% | $154,746+34.1% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | -73.36% | 20.02%-93.4pp | 19.96%-93.3pp | 172.34%-245.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |