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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 | $62,178 | $97,732-36.4% | $83,831-25.8% | $135,380-54.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -15.59% | 1287.56%-1303.1pp | 850.99%-866.6pp | 519.81%-535.4pp |
| Employer contribution / active EE | $915 | $4,222-78.3% | $3,631-74.8% | $4,779-80.8% |
| Participant deferral / active EE | $15,571 | $4,683+232.5% | $4,082+281.5% | $5,609+177.6% |
| Admin fee / account holder | $296 | $6,675-95.6% | $5,479-94.6% | $10,828-97.3% |