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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 | $132,305 | $97,078+36.3% | $103,065+28.4% | $145,897-9.3% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.6%-23.4pp | 80.3%-23.2pp |
| Annual return | -24.17% | 25.49%-49.7pp | 23.95%-48.1pp | 552.29%-576.5pp |
| Employer contribution / active EE | $2,522 | $4,680-46.1% | $4,675-46.1% | $4,663-45.9% |
| Participant deferral / active EE | $7,332 | $6,601+11.1% | $6,625+10.7% | $6,689+9.6% |
| Admin fee / account holder | $18 | $12,505-99.9% | $9,349-99.8% | $13,390-99.9% |