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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 | $48,016 | $138,078-65.2% | $125,363-61.7% | $134,509-64.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -41.76% | 750.49%-792.2pp | 572.15%-613.9pp | 418.13%-459.9pp |
| Employer contribution / active EE | $5,720 | $5,245+9.1% | $4,815+18.8% | $4,741+20.7% |
| Participant deferral / active EE | $13,280 | $7,800+70.3% | $7,447+78.3% | $6,400+107.5% |
| Admin fee / account holder | $50 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |