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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 | $43,070 | $135,645-68.2% | $110,243-60.9% | $135,380-68.2% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.8%-32.5pp | 82.6%-35.3pp |
| Annual return | -9.17% | 513.24%-522.4pp | 314.76%-323.9pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,653 | $4,907-66.3% | $3,827-56.8% | $4,779-65.4% |
| Participant deferral / active EE | $3,407 | $5,507-38.1% | $4,672-27.1% | $5,609-39.3% |
| Admin fee / account holder | $32 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |