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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 | $84,195 | $158,852-47.0% | $121,220-30.5% | $135,379-37.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -19.20% | -0.64%-18.6pp | 16.94%-36.1pp | 519.79%-539.0pp |
| Employer contribution / active EE | $18,250 | $5,666+222.1% | $4,023+353.7% | $4,779+281.9% |
| Participant deferral / active EE | $9,250 | $4,006+130.9% | $3,345+176.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |