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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 | $38,728 | $75,935-49.0% | $60,547-36.0% | $125,389-69.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -11.34% | -5.38%-6.0pp | 335.64%-347.0pp | 282.24%-293.6pp |
| Employer contribution / active EE | $3,160 | $3,438-8.1% | $2,419+30.6% | $4,866-35.1% |
| Participant deferral / active EE | $8,333 | $4,506+84.9% | $3,328+150.4% | $5,352+55.7% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |