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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 | $79,740 | $138,076-42.2% | $123,553-35.5% | $135,380-41.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -18.83% | 153.70%-172.5pp | 119.21%-138.0pp | 519.81%-538.6pp |
| Employer contribution / active EE | $1,125 | $5,152-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $8,167 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |