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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 | $160,040-85.3% | $147,096-84.0% | $145,877-83.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | -40.59% | 98.49%-139.1pp | 419.75%-460.3pp | 551.28%-591.9pp |
| Employer contribution / active EE | $12,276 | $5,289+132.1% | $4,936+148.7% | $4,663+163.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $53 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |