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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 | $38,394 | $183,516-79.1% | $155,534-75.3% | $145,884-73.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | -2.18% | 61.43%-63.6pp | 64.92%-67.1pp | 551.85%-554.0pp |
| Employer contribution / active EE | $5,702 | $5,315+7.3% | $4,675+22.0% | $4,662+22.3% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,630+36.2% | $6,690+14.6% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |