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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 | $43,445 | $168,635-74.2% | $147,617-70.6% | $125,389-65.4% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | -65.95% | 77.65%-143.6pp | 61.98%-127.9pp | 282.24%-348.2pp |
| Employer contribution / active EE | $4,864 | $6,252-22.2% | $5,564-12.6% | $4,8660% |
| Participant deferral / active EE | $3,293 | $5,507-40.2% | $4,895-32.7% | $5,352-38.5% |
| Admin fee / account holder | $70 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |