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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 | $221,611 | $96,137+130.5% | $136,007+62.9% | $80,874+174.0% |
| Participation rate | 66.7% | 71.2%-4.6pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | -62.24% | 28.70%-90.9pp | 579.32%-641.6pp | 35.62%-97.9pp |
| Employer contribution / active EE | $4,262 | $3,350+27.2% | $4,215+1.1% | $2,756+54.7% |
| Participant deferral / active EE | $6,301 | $5,706+10.4% | $7,024-10.3% | $4,297+46.6% |
| Admin fee / account holder | $295 | $8,236-96.4% | $6,858-95.7% | $6,935-95.7% |