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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 | $50,638 | $49,199+2.9% | $121,210-58.2% | $75,177-32.6% |
| Participation rate | 65.7% | 55.4%+10.3pp | 69.5%-3.8pp | 67.2%-1.5pp |
| Annual return | 8.71% | 56.04%-47.3pp | 987.41%-978.7pp | 160.75%-152.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,009 | $2,630-23.6% | $4,084-50.8% | $4,126-51.3% |
| Admin fee / account holder | $14 | $3,946-99.7% | $5,647-99.8% | $5,651-99.8% |