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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 | $47,399 | $190,879-75.2% | $160,009-70.4% | $134,532-64.8% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.0%-58.0pp | 81.2%-61.2pp |
| Annual return | -23.88% | 552.63%-576.5pp | 408.85%-432.7pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,377 | $4,995-72.4% | $4,225-67.4% | $4,741-71.0% |
| Participant deferral / active EE | $13,200 | $6,924+90.6% | $6,183+113.5% | $6,401+106.2% |
| Admin fee / account holder | $206 | $10,495-98.0% | $8,715-97.6% | $11,429-98.2% |