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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 | $40,857 | $135,645-69.9% | $110,243-62.9% | $135,380-69.8% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -8.80% | 513.24%-522.0pp | 314.76%-323.6pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,275 | $4,907-53.6% | $3,827-40.5% | $4,779-52.4% |
| Participant deferral / active EE | $6,615 | $5,507+20.1% | $4,672+41.6% | $5,609+17.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |