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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 | $165,152 | $134,001+23.2% | $112,258+47.1% | $134,509+22.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -25.30% | 47.15%-72.4pp | 27.47%-52.8pp | 418.13%-443.4pp |
| Employer contribution / active EE | $2,695 | $4,039-33.3% | $3,636-25.9% | $4,741-43.1% |
| Participant deferral / active EE | $10,443 | $5,291+97.4% | $4,728+120.8% | $6,400+63.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |