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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 | $73,483 | $165,399-55.6% | $149,745-50.9% | $158,982-53.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -36.95% | 348.34%-385.3pp | 276.72%-313.7pp | 302.99%-339.9pp |
| Employer contribution / active EE | $2,280 | $5,105-55.3% | $4,646-50.9% | $4,763-52.1% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $211 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |