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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 | $66,270 | $27,632+139.8% | $61,399+7.9% | $68,495-3.2% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -23.10% | -13.24%-9.9pp | 338.81%-361.9pp | -7.84%-15.3pp |
| Employer contribution / active EE | $969 | $696+39.2% | $1,159-16.4% | $2,596-62.7% |
| Participant deferral / active EE | $1,980 | $1,264+56.7% | $2,124-6.8% | $4,028-50.8% |
| Admin fee / account holder | $87 | $2,010-95.7% | $2,131-95.9% | $5,403-98.4% |