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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 | $80,676 | $183,516-56.0% | $155,534-48.1% | $145,884-44.7% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | -11.46% | 61.43%-72.9pp | 64.92%-76.4pp | 551.85%-563.3pp |
| Employer contribution / active EE | $3,970 | $5,315-25.3% | $4,675-15.1% | $4,662-14.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |