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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 | $211,997 | $117,846+79.9% | $102,434+107.0% | $145,884+45.3% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.1pp |
| Annual return | -53.62% | 31.90%-85.5pp | 29.46%-83.1pp | 551.85%-605.5pp |
| Employer contribution / active EE | $1,025 | $3,615-71.6% | $3,023-66.1% | $4,662-78.0% |
| Participant deferral / active EE | $4,028 | $5,733-29.7% | $5,055-20.3% | $6,690-39.8% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |