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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 | $34,444 | $138,102-75.1% | $125,381-72.5% | $134,532-74.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.57% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $3,233 | $5,245-38.4% | $4,815-32.9% | $4,741-31.8% |
| Participant deferral / active EE | $11,896 | $7,801+52.5% | $7,448+59.7% | $6,401+85.9% |
| Admin fee / account holder | $274 | $11,568-97.6% | $10,007-97.3% | $11,429-97.6% |