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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 | $64,125 | $167,352-61.7% | $143,788-55.4% | $134,509-52.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -22.33% | 0.47%-22.8pp | -0.03%-22.3pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,406 | $5,620-57.2% | $4,952-51.4% | $4,741-49.3% |
| Participant deferral / active EE | $4,693 | $6,447-27.2% | $5,638-16.8% | $6,400-26.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |