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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 | $49,276 | $154,228-68.1% | $145,433-66.1% | $137,256-64.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | -10.89% | 74.59%-85.5pp | 66.58%-77.5pp | 220.34%-231.2pp |
| Employer contribution / active EE | $3,576 | $4,804-25.6% | $4,554-21.5% | $4,156-13.9% |
| Participant deferral / active EE | $9,306 | $8,216+13.3% | $7,897+17.8% | $6,407+45.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |