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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 | $31,101 | $175,257-82.3% | $149,717-79.2% | $139,456-77.7% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | -5.97% | 166.70%-172.7pp | 134.41%-140.4pp | 373.45%-379.4pp |
| Employer contribution / active EE | $1,177 | $5,477-78.5% | $4,820-75.6% | $4,753-75.2% |
| Participant deferral / active EE | $4,373 | $6,521-32.9% | $5,682-23.0% | $6,711-34.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |