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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 | $94,370 | $116,167-18.8% | $64,489+46.3% | $137,256-31.2% |
| Participation rate | 25.0% | 68.2%-43.2pp | 67.7%-42.7pp | 80.0%-55.0pp |
| Annual return | -18.82% | 36.55%-55.4pp | 55.03%-73.8pp | 220.34%-239.2pp |
| Employer contribution / active EE | $759 | $2,483-69.4% | $1,523-50.2% | $4,156-81.7% |
| Participant deferral / active EE | $1,898 | $4,215-55.0% | $2,778-31.7% | $6,407-70.4% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |