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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 | $138,387 | $93,346+48.3% | $71,796+92.8% | $273,972-49.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | -5.26% | 130.39%-135.6pp | 78.04%-83.3pp | 41.46%-46.7pp |
| Employer contribution / active EE | $1,056 | $2,733-61.4% | $1,924-45.1% | $4,869-78.3% |
| Participant deferral / active EE | $2,583 | $3,475-25.7% | $2,794-7.6% | $5,287-51.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |