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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 | $100,132 | $97,020+3.2% | $83,322+20.2% | $135,379-26.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -11.49% | 12.31%-23.8pp | 10.64%-22.1pp | 519.79%-531.3pp |
| Employer contribution / active EE | $21,773 | $4,144+425.5% | $3,379+544.4% | $4,779+355.6% |
| Participant deferral / active EE | $11,377 | $5,964+90.8% | $5,565+104.4% | $5,609+102.8% |
| Admin fee / account holder | $15 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |