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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 | $55,663 | $95,979-42.0% | $74,551-25.3% | $135,380-58.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -11.47% | 56.97%-68.4pp | 32.53%-44.0pp | 519.81%-531.3pp |
| Employer contribution / active EE | $1,137 | $2,716-58.1% | $1,961-42.0% | $4,779-76.2% |
| Participant deferral / active EE | $12,333 | $3,844+220.9% | $3,108+296.8% | $5,609+119.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |