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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 | $38,138 | $167,362-77.2% | $143,799-73.5% | $134,532-71.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -21.44% | 0.47%-21.9pp | -0.04%-21.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,253 | $5,620-77.7% | $4,952-74.7% | $4,741-73.6% |
| Participant deferral / active EE | $8,494 | $6,447+31.7% | $5,638+50.6% | $6,401+32.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |