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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 | $28,081 | $197,819-85.8% | $155,789-82.0% | $125,388-77.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -4.55% | 86.73%-91.3pp | 71.54%-76.1pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,593 | $4,850-46.5% | $3,839-32.5% | $4,866-46.7% |
| Participant deferral / active EE | $8,500 | $5,631+50.9% | $4,798+77.2% | $5,352+58.8% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |