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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 | $48,835 | $197,819-75.3% | $155,789-68.7% | $125,389-61.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -7.31% | 86.73%-94.0pp | 71.54%-78.8pp | 282.24%-289.6pp |
| Employer contribution / active EE | $14,600 | $4,850+201.0% | $3,839+280.3% | $4,866+200.0% |
| Participant deferral / active EE | $7,378 | $5,631+31.0% | $4,798+53.8% | $5,352+37.9% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |