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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 | $148,603 | $152,597-2.6% | $117,533+26.4% | $134,532+10.5% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -21.91% | 53.04%-75.0pp | 29.77%-51.7pp | 418.27%-440.2pp |
| Employer contribution / active EE | $520 | $5,576-90.7% | $4,179-87.6% | $4,741-89.0% |
| Participant deferral / active EE | $5,400 | $4,821+12.0% | $4,072+32.6% | $6,401-15.6% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |