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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 | $91,390 | $133,998-31.8% | $112,263-18.6% | $134,545-32.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.73% | 47.17%-68.9pp | 27.49%-49.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $2,875 | $4,040-28.8% | $3,636-20.9% | $4,742-39.4% |
| Participant deferral / active EE | $7,581 | $5,292+43.3% | $4,729+60.3% | $6,401+18.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |