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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 | $45,782 | $138,102-66.8% | $125,381-63.5% | $134,532-66.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -78.88% | 750.73%-829.6pp | 572.31%-651.2pp | 418.27%-497.1pp |
| Employer contribution / active EE | $1,347 | $5,245-74.3% | $4,815-72.0% | $4,741-71.6% |
| Participant deferral / active EE | $8,733 | $7,801+12.0% | $7,448+17.3% | $6,401+36.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |