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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 | $75,108 | $83,337-9.9% | $67,834+10.7% | $273,972-72.6% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | -13.83% | 259.45%-273.3pp | 138.47%-152.3pp | 41.46%-55.3pp |
| Employer contribution / active EE | $720 | $3,287-78.1% | $2,403-70.0% | $4,869-85.2% |
| Participant deferral / active EE | $11,667 | $4,088+185.4% | $3,160+269.2% | $5,287+120.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |