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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 | $159,407 | $95,915+66.2% | $79,580+100.3% | $134,532+18.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -21.55% | -2.71%-18.8pp | 0.15%-21.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $880 | $3,129-71.9% | $2,413-63.5% | $4,741-81.4% |
| Participant deferral / active EE | $1,649 | $4,693-64.9% | $3,985-58.6% | $6,401-74.2% |
| Admin fee / account holder | $1 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |