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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 | $23,529 | $160,070-85.3% | $147,117-84.0% | $145,897-83.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | -40.59% | 98.69%-139.3pp | 420.54%-461.1pp | 552.29%-592.9pp |
| Employer contribution / active EE | $12,276 | $5,285+132.3% | $4,932+148.9% | $4,663+163.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $53 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |