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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 | $83,086 | $135,645-38.7% | $110,243-24.6% | $135,379-38.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -9.83% | 513.24%-523.1pp | 314.76%-324.6pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,407 | $4,907-50.9% | $3,827-37.1% | $4,779-49.6% |
| Participant deferral / active EE | $5,275 | $5,507-4.2% | $4,672+12.9% | $5,609-6.0% |
| Admin fee / account holder | $11 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |