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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 | $96,236+130.3% | $136,072+62.9% | $80,935+173.8% |
| Participation rate | 66.7% | 71.2%-4.5pp | 76.4%-9.8pp | 67.7%-1.0pp |
| Annual return | -62.24% | 28.74%-91.0pp | 580.46%-642.7pp | 35.66%-97.9pp |
| Employer contribution / active EE | $4,262 | $3,350+27.2% | $4,216+1.1% | $2,757+54.6% |
| Participant deferral / active EE | $6,301 | $5,709+10.4% | $7,028-10.3% | $4,299+46.5% |
| Admin fee / account holder | $295 | $8,250-96.4% | $6,718-95.6% | $6,924-95.7% |