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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 | $166,641 | $112,729+47.8% | $98,716+68.8% | $137,256+21.4% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.3%-55.0pp | 80.0%-65.7pp |
| Annual return | -5.35% | 38.48%-43.8pp | 31.81%-37.2pp | 220.34%-225.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |