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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 | $143,124 | $157,304-9.0% | $141,197+1.4% | $152,909-6.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | -13.05% | 64.34%-77.4pp | 71.41%-84.5pp | 345.46%-358.5pp |
| Employer contribution / active EE | $3,674 | $5,263-30.2% | $4,736-22.4% | $4,764-22.9% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |