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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 | $93,897 | $57,352+63.7% | $83,830+12.0% | $64,173+46.3% |
| Participation rate | 63.9% | 68.6%-4.7pp | 76.1%-12.3pp | 69.6%-5.7pp |
| Annual return | -10.50% | 11.38%-21.9pp | 850.97%-861.5pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,986 | $2,546-22.0% | $3,631-45.3% | $2,381-16.6% |
| Participant deferral / active EE | $4,179 | $2,993+39.6% | $4,082+2.4% | $3,470+20.4% |
| Admin fee / account holder | $279 | $4,046-93.1% | $5,479-94.9% | $4,887-94.3% |