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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 | $30,234 | $190,916-84.2% | $160,037-81.1% | $134,545-77.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -35.55% | 552.79%-588.3pp | 408.95%-444.5pp | 418.37%-453.9pp |
| Employer contribution / active EE | $1,692 | $4,996-66.1% | $4,226-60.0% | $4,742-64.3% |
| Participant deferral / active EE | $10,250 | $6,925+48.0% | $6,184+65.8% | $6,401+60.1% |
| Admin fee / account holder | $207 | $10,497-98.0% | $8,716-97.6% | $11,431-98.2% |