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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 | $104,839 | $105,200-0.3% | $159,474-34.3% | $85,847+22.1% |
| Participation rate | 17.1% | 75.8%-58.7pp | 82.8%-65.8pp | 69.3%-52.2pp |
| Annual return | -88.02% | 45.08%-133.1pp | 263.68%-351.7pp | 318.61%-406.6pp |
| Employer contribution / active EE | $987 | $3,319-70.3% | $4,831-79.6% | $2,565-61.5% |
| Participant deferral / active EE | $4,736 | $5,946-20.3% | $7,353-35.6% | $3,952+19.8% |
| Admin fee / account holder | $3 | $6,934-100.0% | $10,802-100.0% | $6,261-99.9% |