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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 | $45,355 | $135,645-66.6% | $110,243-58.9% | $135,379-66.5% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -9.15% | 513.24%-522.4pp | 314.76%-323.9pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,716 | $4,907-44.7% | $3,827-29.0% | $4,779-43.2% |
| Participant deferral / active EE | $5,555 | $5,507+0.9% | $4,672+18.9% | $5,609-1.0% |
| Admin fee / account holder | $96 | $11,458-99.2% | $8,548-98.9% | $10,828-99.1% |