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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 | $234,701 | $95,895+144.7% | $79,576+194.9% | $134,509+74.5% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -21.90% | -2.72%-19.2pp | 0.15%-22.0pp | 418.13%-440.0pp |
| Employer contribution / active EE | $2,280 | $3,128-27.1% | $2,413-5.5% | $4,741-51.9% |
| Participant deferral / active EE | $4,152 | $4,693-11.5% | $3,985+4.2% | $6,400-35.1% |
| Admin fee / account holder | $61 | $9,129-99.3% | $6,834-99.1% | $11,427-99.5% |