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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 | $90,023 | $42,383+112.4% | $76,518+17.6% | $64,173+40.3% |
| Participation rate | 62.5% | 58.1%+4.4pp | 68.0%-5.5pp | 69.6%-7.1pp |
| Annual return | -11.58% | -16.54%+5.0pp | -0.27%-11.3pp | 7.63%-19.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,914 | $2,566+91.5% | $3,836+28.1% | $3,470+41.6% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |