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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 | $206,062 | $93,117+121.3% | $77,096+167.3% | $134,532+53.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -23.27% | 62.67%-85.9pp | 42.35%-65.6pp | 418.27%-441.5pp |
| Employer contribution / active EE | $698 | $3,420-79.6% | $2,814-75.2% | $4,741-85.3% |
| Participant deferral / active EE | $3,397 | $5,241-35.2% | $4,429-23.3% | $6,401-46.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |