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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 | $224,881 | $160,028+40.5% | $147,080+52.9% | $145,884+54.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -14.29% | 98.60%-112.9pp | 420.17%-434.5pp | 551.85%-566.1pp |
| Employer contribution / active EE | $11,000 | $5,286+108.1% | $4,933+123.0% | $4,662+135.9% |
| Participant deferral / active EE | $11,500 | $8,422+36.5% | $8,066+42.6% | $6,690+71.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |