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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 | $132,771 | $92,219+44.0% | $76,768+73.0% | $135,379-1.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 77.0%-32.5pp | 82.6%-38.2pp |
| Annual return | -11.12% | 5.46%-16.6pp | 2.43%-13.6pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,565 | $3,216-51.3% | $2,485-37.0% | $4,779-67.2% |
| Participant deferral / active EE | $2,614 | $4,508-42.0% | $3,852-32.1% | $5,609-53.4% |
| Admin fee / account holder | $13 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |