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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 | $84,023 | $95,975-12.5% | $74,549+12.7% | $135,379-37.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -15.50% | 56.96%-72.5pp | 32.53%-48.0pp | 519.79%-535.3pp |
| Employer contribution / active EE | $8,955 | $2,716+229.7% | $1,961+356.7% | $4,779+87.4% |
| Participant deferral / active EE | $4,365 | $3,844+13.6% | $3,108+40.4% | $5,609-22.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |