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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 | $89,486 | $133,981-33.2% | $112,249-20.3% | $134,532-33.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.74% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,946 | $4,040-51.8% | $3,636-46.5% | $4,741-59.0% |
| Participant deferral / active EE | $8,583 | $5,292+62.2% | $4,729+81.5% | $6,401+34.1% |
| Admin fee / account holder | $10 | $7,492-99.9% | $6,412-99.8% | $11,429-99.9% |