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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 | $76,751 | $154,193-50.2% | $130,045-41.0% | $139,466-45.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 7.93% | 32.51%-24.6pp | -137.30%+145.2pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,660 | $5,292-68.6% | $4,321-61.6% | $4,754-65.1% |
| Participant deferral / active EE | $2,233 | $6,709-66.7% | $5,820-61.6% | $6,712-66.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |