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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 | $219,348 | $124,351+76.4% | $109,188+100.9% | $167,553+30.9% |
| Participation rate | 8.3% | 79.4%-71.1pp | 75.9%-67.5pp | 82.1%-73.8pp |
| Annual return | -17.91% | 26.04%-44.0pp | 25.76%-43.7pp | 478.89%-496.8pp |
| Employer contribution / active EE | $991 | $4,210-76.5% | $3,723-73.4% | $4,840-79.5% |
| Participant deferral / active EE | $1,765 | $5,257-66.4% | $4,654-62.1% | $6,343-72.2% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |