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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 | $30,304 | $138,076-78.1% | $123,553-75.5% | $135,380-77.6% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -13.81% | 153.70%-167.5pp | 119.21%-133.0pp | 519.81%-533.6pp |
| Employer contribution / active EE | $2,380 | $5,152-53.8% | $4,628-48.6% | $4,779-50.2% |
| Participant deferral / active EE | $6,915 | $6,800+1.7% | $6,426+7.6% | $5,609+23.3% |
| Admin fee / account holder | $274 | $10,917-97.5% | $9,284-97.0% | $10,828-97.5% |