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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 | $64,882 | $133,998-51.6% | $112,263-42.2% | $134,545-51.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -20.84% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,004 | $4,040-75.1% | $3,636-72.4% | $4,742-78.8% |
| Participant deferral / active EE | $5,137 | $5,292-2.9% | $4,729+8.6% | $6,401-19.8% |
| Admin fee / account holder | $4 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |