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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 | $87,492 | $54,355+61.0% | $82,744+5.7% | $68,486+27.8% |
| Participation rate | 51.7% | 63.9%-12.2pp | 72.6%-20.8pp | 67.9%-16.2pp |
| Annual return | -26.50% | -13.67%-12.8pp | 702.22%-728.7pp | -7.85%-18.6pp |
| Employer contribution / active EE | $2,367 | $2,219+6.7% | $3,008-21.3% | $2,597-8.9% |
| Participant deferral / active EE | $6,454 | $3,246+98.8% | $4,395+46.9% | $4,028+60.3% |
| Admin fee / account holder | $3 | $4,397-99.9% | $5,325-99.9% | $5,404-99.9% |