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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 | $56,692 | $133,981-57.7% | $112,249-49.5% | $134,532-57.9% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -22.22% | 47.16%-69.4pp | 27.48%-49.7pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,457 | $4,040-63.9% | $3,636-59.9% | $4,741-69.3% |
| Participant deferral / active EE | $1,576 | $5,292-70.2% | $4,729-66.7% | $6,401-75.4% |
| Admin fee / account holder | $4 | $7,492-99.9% | $6,412-99.9% | $11,429-100.0% |