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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 | $16,031 | $134,001-88.0% | $112,258-85.7% | $134,509-88.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -21.24% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,101 | $4,039-72.7% | $3,636-69.7% | $4,741-76.8% |
| Participant deferral / active EE | $5,475 | $5,291+3.5% | $4,728+15.8% | $6,400-14.5% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |