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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 | $17,382 | $190,879-90.9% | $160,009-89.1% | $134,532-87.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -23.24% | 552.63%-575.9pp | 408.85%-432.1pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,839 | $4,995-63.2% | $4,225-56.5% | $4,741-61.2% |
| Participant deferral / active EE | $2,732 | $6,924-60.5% | $6,183-55.8% | $6,401-57.3% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |