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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 | $145,048 | $95,975+51.1% | $74,552+94.6% | $135,382+7.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -9.42% | 56.96%-66.4pp | 32.53%-41.9pp | 519.77%-529.2pp |
| Employer contribution / active EE | $745 | $2,716-72.6% | $1,961-62.0% | $4,779-84.4% |
| Participant deferral / active EE | $9,800 | $3,844+155.0% | $3,108+215.3% | $5,609+74.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |