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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 | $196,748 | $129,960+51.4% | $104,299+88.6% | $134,545+46.2% |
| Participation rate | 31.3% | 79.5%-48.3pp | 73.3%-42.0pp | 81.2%-50.0pp |
| Annual return | -21.58% | 42.06%-63.6pp | 24.62%-46.2pp | 418.37%-439.9pp |
| Employer contribution / active EE | $861 | $4,186-79.4% | $3,373-74.5% | $4,742-81.8% |
| Participant deferral / active EE | $6,611 | $5,589+18.3% | $4,626+42.9% | $6,401+3.3% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |