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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 | $117,904+79.8% | $102,457+106.9% | $145,978+45.2% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | -53.62% | 31.80%-85.4pp | 29.41%-83.0pp | 550.52%-604.1pp |
| Employer contribution / active EE | $1,025 | $3,613-71.6% | $3,022-66.1% | $4,662-78.0% |
| Participant deferral / active EE | $4,028 | $5,733-29.7% | $5,054-20.3% | $6,690-39.8% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |