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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 | $63,134 | $95,975-34.2% | $74,552-15.3% | $135,382-53.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -14.25% | 56.96%-71.2pp | 32.53%-46.8pp | 519.77%-534.0pp |
| Employer contribution / active EE | $10,098 | $2,716+271.8% | $1,961+415.0% | $4,779+111.3% |
| Participant deferral / active EE | $9,250 | $3,844+140.7% | $3,108+197.6% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |