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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 | $96,136+130.5% | $135,987+63.0% | $80,925+173.8% |
| Participation rate | 66.7% | 71.2%-4.6pp | 76.4%-9.8pp | 67.7%-1.0pp |
| Annual return | -62.24% | 28.70%-90.9pp | 580.01%-642.2pp | 35.65%-97.9pp |
| Employer contribution / active EE | $4,262 | $3,350+27.2% | $4,214+1.1% | $2,756+54.6% |
| Participant deferral / active EE | $6,301 | $5,706+10.4% | $7,027-10.3% | $4,299+46.6% |
| Admin fee / account holder | $295 | $8,236-96.4% | $6,716-95.6% | $6,940-95.7% |