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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 | $80,400 | $56,134+43.2% | $96,171-16.4% | $85,847-6.3% |
| Participation rate | 67.6% | 56.7%+10.9pp | 68.4%-0.9pp | 69.3%-1.8pp |
| Annual return | -29.15% | 42.30%-71.5pp | 192.04%-221.2pp | 318.61%-347.8pp |
| Employer contribution / active EE | $1,268 | $1,620-21.8% | $2,799-54.7% | $2,565-50.6% |
| Participant deferral / active EE | $2,062 | $2,858-27.8% | $4,350-52.6% | $3,952-47.8% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |