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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 | $84,174 | $129,959-35.2% | $104,301-19.3% | $134,532-37.4% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -23.07% | 42.04%-65.1pp | 24.61%-47.7pp | 418.27%-441.3pp |
| Employer contribution / active EE | $5,641 | $4,185+34.8% | $3,373+67.3% | $4,741+19.0% |
| Participant deferral / active EE | $12,779 | $5,589+128.6% | $4,626+176.2% | $6,401+99.6% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |