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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 | $142,497 | $138,102+3.2% | $125,381+13.7% | $134,532+5.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -38.62% | 750.73%-789.3pp | 572.31%-610.9pp | 418.27%-456.9pp |
| Employer contribution / active EE | $1,133 | $5,245-78.4% | $4,815-76.5% | $4,741-76.1% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |