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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 | $59,970 | $99,644-39.8% | $86,438-30.6% | $134,532-55.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.19% | 6787.26%-6808.4pp | 4397.19%-4418.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,460 | $4,402-21.4% | $3,769-8.2% | $4,741-27.0% |
| Participant deferral / active EE | $7,692 | $7,247+6.1% | $6,952+10.6% | $6,401+20.2% |
| Admin fee / account holder | $80 | $8,375-99.0% | $6,733-98.8% | $11,429-99.3% |