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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 | $206,116 | $152,591+35.1% | $117,529+75.4% | $134,545+53.2% |
| Participation rate | 54.5% | 77.1%-22.6pp | 70.6%-16.1pp | 81.2%-26.7pp |
| Annual return | -25.79% | 53.04%-78.8pp | 29.77%-55.6pp | 418.37%-444.2pp |
| Employer contribution / active EE | $2,273 | $5,576-59.2% | $4,179-45.6% | $4,742-52.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7 | $7,004-99.9% | $5,645-99.9% | $11,431-99.9% |