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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 | $70,356 | $57,352+22.7% | $83,831-16.1% | $64,173+9.6% |
| Participation rate | 51.1% | 68.6%-17.5pp | 76.1%-25.0pp | 69.6%-18.5pp |
| Annual return | -8.85% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $4,176 | $2,546+64.1% | $3,631+15.0% | $2,381+75.4% |
| Participant deferral / active EE | $2,282 | $2,993-23.7% | $4,082-44.1% | $3,470-34.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |