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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 | $184,986 | $131,835+40.3% | $108,582+70.4% | $273,972-32.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | -2.67% | -91.57%+88.9pp | -51.70%+49.0pp | 41.46%-44.1pp |
| Employer contribution / active EE | $1,672 | $4,913-66.0% | $3,758-55.5% | $4,869-65.7% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |