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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 | $40,595 | $138,114-70.6% | $125,391-67.6% | $134,545-69.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.86% | 750.88%-771.7pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,809 | $5,246-46.5% | $4,816-41.7% | $4,742-40.8% |
| Participant deferral / active EE | $8,705 | $7,801+11.6% | $7,448+16.9% | $6,401+36.0% |
| Admin fee / account holder | $180 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |