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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 | $67,732 | $92,743-27.0% | $82,744-18.1% | $134,532-49.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -25.26% | 946.63%-971.9pp | 702.22%-727.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $2,156 | $3,273-34.1% | $3,008-28.3% | $4,741-54.5% |
| Participant deferral / active EE | $6,716 | $4,802+39.9% | $4,395+52.8% | $6,401+4.9% |
| Admin fee / account holder | $35 | $5,977-99.4% | $5,325-99.3% | $11,429-99.7% |