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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 | $29,906 | $43,730-31.6% | $121,220-75.3% | $64,173-53.4% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.8%-8.8pp | 69.6%-6.6pp |
| Annual return | -8.79% | 68.94%-77.7pp | 16.94%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,215 | $1,297-6.3% | $4,023-69.8% | $2,381-48.9% |
| Participant deferral / active EE | $3,641 | $2,281+59.6% | $3,345+8.8% | $3,470+4.9% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |