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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 | $28,644 | $109,904-73.9% | $97,167-70.5% | $145,959-80.4% |
| Participation rate | 61.5% | 75.9%-14.4pp | 72.7%-11.1pp | 80.3%-18.7pp |
| Annual return | -0.18% | 243.43%-243.6pp | 75.27%-75.4pp | 561.95%-562.1pp |
| Employer contribution / active EE | $336 | $3,084-89.1% | $2,729-87.7% | $4,661-92.8% |
| Participant deferral / active EE | $3,077 | $4,676-34.2% | $4,264-27.8% | $6,689-54.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |