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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 | $28,697 | $190,862-85.0% | $159,991-82.1% | $134,509-78.7% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.0%-19.1pp | 81.2%-22.4pp |
| Annual return | -51.17% | 552.59%-603.8pp | 408.82%-460.0pp | 418.13%-469.3pp |
| Employer contribution / active EE | $3,079 | $4,995-38.3% | $4,225-27.1% | $4,741-35.0% |
| Participant deferral / active EE | $7,897 | $6,924+14.1% | $6,183+27.7% | $6,400+23.4% |
| Admin fee / account holder | $64 | $10,495-99.4% | $8,715-99.3% | $11,427-99.4% |