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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 | $131,954 | $95,979+37.5% | $74,551+77.0% | $135,380-2.5% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -9.52% | 56.97%-66.5pp | 32.53%-42.1pp | 519.81%-529.3pp |
| Employer contribution / active EE | $2,436 | $2,716-10.3% | $1,961+24.2% | $4,779-49.0% |
| Participant deferral / active EE | $9,865 | $3,844+156.7% | $3,108+217.4% | $5,609+75.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |