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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 | $123,959 | $133,998-7.5% | $112,263+10.4% | $134,545-7.9% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -22.05% | 47.17%-69.2pp | 27.49%-49.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $880 | $4,040-78.2% | $3,636-75.8% | $4,742-81.4% |
| Participant deferral / active EE | $4,042 | $5,292-23.6% | $4,729-14.5% | $6,401-36.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |