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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 | $31,500 | $197,819-84.1% | $155,789-79.8% | $125,389-74.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -6.36% | 86.73%-93.1pp | 71.54%-77.9pp | 282.24%-288.6pp |
| Employer contribution / active EE | $10,519 | $4,850+116.9% | $3,839+174.0% | $4,866+116.2% |
| Participant deferral / active EE | $4,854 | $5,631-13.8% | $4,798+1.2% | $5,352-9.3% |
| Admin fee / account holder | $8 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |