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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 | $71,081 | $133,998-47.0% | $112,263-36.7% | $134,545-47.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -26.66% | 47.17%-73.8pp | 27.49%-54.2pp | 418.37%-445.0pp |
| Employer contribution / active EE | $1,279 | $4,040-68.4% | $3,636-64.8% | $4,742-73.0% |
| Participant deferral / active EE | $6,141 | $5,292+16.0% | $4,729+29.8% | $6,401-4.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |