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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 | $67,830 | $138,076-50.9% | $123,553-45.1% | $135,380-49.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.34% | 153.70%-166.0pp | 119.21%-131.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $11,825 | $5,152+129.5% | $4,628+155.5% | $4,779+147.4% |
| Participant deferral / active EE | $6,667 | $6,800-2.0% | $6,426+3.7% | $5,609+18.9% |
| Admin fee / account holder | $203 | $10,917-98.1% | $9,284-97.8% | $10,828-98.1% |