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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 | $149,952 | $190,862-21.4% | $159,991-6.3% | $134,509+11.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -23.19% | 552.59%-575.8pp | 408.82%-432.0pp | 418.13%-441.3pp |
| Employer contribution / active EE | $1,108 | $4,995-77.8% | $4,225-73.8% | $4,741-76.6% |
| Participant deferral / active EE | $5,033 | $6,924-27.3% | $6,183-18.6% | $6,400-21.4% |
| Admin fee / account holder | $38 | $10,495-99.6% | $8,715-99.6% | $11,427-99.7% |