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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 | $20,972 | $138,076-84.8% | $123,553-83.0% | $135,380-84.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -13.86% | 153.70%-167.6pp | 119.21%-133.1pp | 519.81%-533.7pp |
| Employer contribution / active EE | $1,753 | $5,152-66.0% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $8,139 | $6,800+19.7% | $6,426+26.7% | $5,609+45.1% |
| Admin fee / account holder | $136 | $10,917-98.8% | $9,284-98.5% | $10,828-98.7% |