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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 | $140,714 | $104,650+34.5% | $83,854+67.8% | $155,188-9.3% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.1%-34.1pp | 80.8%-55.8pp |
| Annual return | -19.51% | 28.97%-48.5pp | 31.39%-50.9pp | 148.84%-168.3pp |
| Employer contribution / active EE | $200 | $1,196-83.3% | $1,017-80.3% | $4,248-95.3% |
| Participant deferral / active EE | $250 | $2,367-89.4% | $2,035-87.7% | $6,531-96.2% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |