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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 | $212,936 | $90,486+135.3% | $78,676+170.7% | $273,972-22.3% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | -8.08% | 75.62%-83.7pp | 62.19%-70.3pp | 41.46%-49.5pp |
| Employer contribution / active EE | $1,514 | $3,175-52.3% | $2,850-46.9% | $4,869-68.9% |
| Participant deferral / active EE | $2,571 | $3,901-34.1% | $3,517-26.9% | $5,287-51.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |