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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 | $81,149 | $133,981-39.4% | $112,249-27.7% | $134,532-39.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -36.41% | 47.16%-83.6pp | 27.48%-63.9pp | 418.27%-454.7pp |
| Employer contribution / active EE | $2,534 | $4,040-37.3% | $3,636-30.3% | $4,741-46.5% |
| Participant deferral / active EE | $16,200 | $5,292+206.1% | $4,729+242.6% | $6,401+153.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |