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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 | $122,428 | $91,537+33.7% | $130,045-5.9% | $75,173+62.9% |
| Participation rate | 36.5% | 71.5%-34.9pp | 78.5%-42.0pp | 67.2%-30.7pp |
| Annual return | 3.57% | -631.55%+635.1pp | -137.30%+140.9pp | 160.72%-157.1pp |
| Employer contribution / active EE | $1,266 | $2,845-55.5% | $4,321-70.7% | $2,671-52.6% |
| Participant deferral / active EE | $2,202 | $4,343-49.3% | $5,820-62.2% | $4,126-46.6% |
| Admin fee / account holder | $11 | $6,780-99.8% | $10,600-99.9% | $5,651-99.8% |