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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 | $38,201 | $59,116-35.4% | $86,438-55.8% | $68,486-44.2% |
| Participation rate | 58.6% | 75.2%-16.6pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -20.56% | -0.23%-20.3pp | 4397.19%-4417.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,304 | $2,519-48.2% | $3,769-65.4% | $2,597-49.8% |
| Participant deferral / active EE | $10,274 | $5,902+74.1% | $6,952+47.8% | $4,028+155.1% |
| Admin fee / account holder | $105 | $5,639-98.1% | $6,733-98.4% | $5,404-98.1% |