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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 | $46,485 | $165,399-71.9% | $149,745-69.0% | $158,982-70.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -9.45% | 348.34%-357.8pp | 276.72%-286.2pp | 302.99%-312.4pp |
| Employer contribution / active EE | $1,977 | $5,105-61.3% | $4,646-57.4% | $4,763-58.5% |
| Participant deferral / active EE | $15,076 | $7,183+109.9% | $6,843+120.3% | $5,983+152.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |