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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 | $41,868 | $167,353-75.0% | $143,797-70.9% | $134,545-68.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.81% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,194 | $5,620-61.0% | $4,952-55.7% | $4,742-53.7% |
| Participant deferral / active EE | $5,792 | $6,447-10.2% | $5,638+2.7% | $6,401-9.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |