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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 | $208,693 | $27,632+655.3% | $61,452+239.6% | $68,486+204.7% |
| Participation rate | 7.8% | 39.5%-31.7pp | 52.6%-44.7pp | 67.9%-60.1pp |
| Annual return | -23.76% | -13.24%-10.5pp | 338.96%-362.7pp | -7.85%-15.9pp |
| Employer contribution / active EE | $289 | $696-58.5% | $1,160-75.1% | $2,597-88.9% |
| Participant deferral / active EE | $1,441 | $1,264+14.1% | $2,125-32.2% | $4,028-64.2% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |