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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 | $242,471 | $167,353+44.9% | $143,797+68.6% | $134,545+80.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -31.51% | 0.48%-32.0pp | -0.04%-31.5pp | 418.37%-449.9pp |
| Employer contribution / active EE | $1,690 | $5,620-69.9% | $4,952-65.9% | $4,742-64.4% |
| Participant deferral / active EE | $15,500 | $6,447+140.4% | $5,638+174.9% | $6,401+142.1% |
| Admin fee / account holder | $44 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |