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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 | $166,791 | $106,247+57.0% | $96,515+72.8% | $139,466+19.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | -44.22% | 38.47%-82.7pp | 35.73%-80.0pp | 373.66%-417.9pp |
| Employer contribution / active EE | $2,847 | $4,106-30.7% | $3,740-23.9% | $4,754-40.1% |
| Participant deferral / active EE | $13,250 | $5,456+142.9% | $4,880+171.5% | $6,712+97.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |