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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 | $25,218 | $138,102-81.7% | $125,381-79.9% | $134,532-81.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -32.70% | 750.73%-783.4pp | 572.31%-605.0pp | 418.27%-451.0pp |
| Employer contribution / active EE | $5,892 | $5,245+12.3% | $4,815+22.4% | $4,741+24.3% |
| Participant deferral / active EE | $3,227 | $7,801-58.6% | $7,448-56.7% | $6,401-49.6% |
| Admin fee / account holder | $247 | $11,568-97.9% | $10,007-97.5% | $11,429-97.8% |