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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 | $236,440 | $97,881+141.6% | $80,004+195.5% | $125,388+88.6% |
| Participation rate | 33.3% | 77.9%-44.5pp | 73.0%-39.7pp | 83.2%-49.9pp |
| Annual return | -4.23% | 9.36%-13.6pp | 7.63%-11.9pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,653 | $3,128-47.1% | $2,473-33.1% | $4,866-66.0% |
| Participant deferral / active EE | $6,000 | $3,744+60.2% | $3,204+87.3% | $5,352+12.1% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |