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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 | $53,222 | $138,102-61.5% | $125,381-57.6% | $134,532-60.4% |
| Participation rate | 65.2% | 84.5%-19.3pp | 82.4%-17.2pp | 81.2%-16.0pp |
| Annual return | -21.41% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,675 | $5,245-68.1% | $4,815-65.2% | $4,741-64.7% |
| Participant deferral / active EE | $3,245 | $7,801-58.4% | $7,448-56.4% | $6,401-49.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |