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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 | $108,235 | $138,075-21.6% | $123,552-12.4% | $135,379-20.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.50% | 153.70%-166.2pp | 119.20%-131.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $1,090 | $5,152-78.8% | $4,628-76.4% | $4,779-77.2% |
| Participant deferral / active EE | $7,920 | $6,800+16.5% | $6,426+23.3% | $5,609+41.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |